Quantbot Technologies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quantbot Technologies’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 Q1	$2.24M	Buy	+18,056	New	+$2.29M	0.09%	341
2025 Q4	–	Sell	-4,334	Closed	-$515K	–	1912
2025 Q3	$515K	Sell	4,334 -25,825	-86%	-$2.97M	0.01%	1010
2025 Q2	$3.3M	Buy	+30,159	New	+$3.12M	0.08%	344
2025 Q1	–	Sell	-21,337	Closed	-$2.46M	–	1663
2024 Q4	$2.46M	Buy	+21,337	New	+$2.55M	0.09%	341
2024 Q3	–	Sell	-22,324	Closed	-$2.38M	–	1629
2024 Q2	$2.38M	Buy	+22,324	New	+$2.39M	0.12%	281
2023 Q3	–	Sell	-4,156	Closed	-$414K	–	1736
2023 Q2	$414K	Buy	+4,156	New	+$396K	0.03%	740
2022 Q2	–	Sell	-2,780	Closed	-$299K	–	1893
2022 Q1	$299K	Buy	+2,780	New	+$300K	0.03%	743
2020 Q3	–	Sell	-16,600	Closed	-$1.13M	–	1451
2020 Q2	$1.13M	Buy	+16,600	New	+$1.05M	0.15%	165
2019 Q4	–	Sell	-12,432	Closed	-$967K	–	1394
2019 Q3	$967K	Buy	+12,432	New	+$963K	0.1%	260

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quantbot Technologies's IJR Position: Q1 2026 in Review

Quantbot Technologies opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 18,056 shares worth $2.24M. The stake represents 0.09% of the portfolio and ranks #341 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in IJR as recently as Q3 2025.

Quantbot Technologies first reported a position in IJR in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.3M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Quantbot Technologies held 18,056 shares of iShares Core S&P Small-Cap ETF worth $2.24M as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Quantbot Technologies position in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.09% of Quantbot Technologies's portfolio in Q1 2026, its #341 holding.
Quantbot Technologies first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 9 quarters since.
Quantbot Technologies's iShares Core S&P Small-Cap ETF position peaked at $3.3M in Q2 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.