Prelude Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Prelude Capital Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Sell	3,000 -7,000	-70%	-$961K	0.03%	575
2026 Q1	$1.24M	Sell	10,000 -5,000	-33%	-$635K	0.1%	251
2025 Q4	$1.8M	Sell	15,000 -14	-0.1%	-$1.67K	0.13%	172
2025 Q3	$1.78M	Buy	+15,014	New	+$1.73M	0.14%	183

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prelude Capital Management's IJR Position: Q2 2026 in Review

Prelude Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 70% in Q2 2026, selling an estimated $961K and leaving 3,000 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #575.

Prelude Capital Management first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q4 2025. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Prelude Capital Management held 3,000 shares of iShares Core S&P Small-Cap ETF worth $445K as of Q2 2026.
Prelude Capital Management sold 7,000 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961K.
iShares Core S&P Small-Cap ETF made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #575 holding.
Prelude Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
Prelude Capital Management's iShares Core S&P Small-Cap ETF position peaked at $1.8M in Q4 2025.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.