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Ramsay Stattman Vela & Price’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Ramsay Stattman Vela & Price’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 		$2.06M Buy
16,605
+1,289
+8% +$164K 0.41% 49
2025
Q4 		$1.84M Buy
15,316
+2,718
+22% +$325K 0.33% 50
2025
Q3 		$1.5M Buy
12,598
+875
+7% +$101K 0.27% 52
2025
Q2 		$1.28M Buy
11,723
+574
+5% +$59.3K 0.24% 56
2025
Q1 		$1.17M Buy
11,149
+993
+10% +$112K 0.22% 59
2024
Q4 		$1.17M Buy
10,156
+1,554
+18% +$186K 0.22% 58
2024
Q3 		$1.01M Sell
8,602
-7
-0.1% -$791 0.19% 59
2024
Q2 		$918K Buy
8,609
+363
+4% +$38.8K 0.17% 61
2024
Q1 		$911K Buy
8,246
+629
+8% +$66.8K 0.17% 63
2023
Q4 		$825K Buy
7,617
+235
+3% +$22.6K 0.17% 64
2023
Q3 		$696K Buy
7,382
+1,206
+20% +$120K 0.15% 65
2023
Q2 		$615K Buy
6,176
+195
+3% +$18.6K 0.13% 67
2023
Q1 		$578K Sell
5,981
-1,725
-22% -$172K 0.12% 72
2022
Q4 		$729K Buy
7,706
+285
+4% +$27.3K 0.16% 69
2022
Q3 		$647K Sell
7,421
-155
-2% -$15.1K 0.16% 70
2022
Q2 		$700K Sell
7,576
-575
-7% -$57.2K 0.16% 73
2022
Q1 		$879K Buy
8,151
+200
+3% +$21.6K 0.17% 73
2021
Q4 		$910K Buy
7,951
+1,020
+15% +$116K 0.21% 51
2021
Q3 		$757K Buy
6,931
+70
+1% +$7.71K 0.19% 53
2021
Q2 		$775K Buy
6,861
+40
+0.6% +$4.46K 0.19% 52
2021
Q1 		$740K Buy
6,821
+240
+4% +$25.1K 0.2% 51
2020
Q4 		$605K Buy
6,581
+400
+6% +$32.9K 0.17% 55
2020
Q3 		$434K Buy
6,181
+762
+14% +$54.6K 0.13% 56
2020
Q2 		$370K Buy
5,419
+8
+0.1% +$505 0.13% 57
2020
Q1 		$304K Buy
5,411
+1,065
+25% +$79.3K 0.12% 54
2019
Q4 		$364K Buy
4,346
+150
+4% +$12.1K 0.12% 58
2019
Q3 		$327K Buy
+4,196
New +$325K 0.11% 56

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ramsay Stattman Vela & Price's IJR Position: Q1 2026 in Review

Ramsay Stattman Vela & Price increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.4% in Q1 2026, buying an estimated $164K and bringing the position to 16,605 shares worth $2.06M. The position accounts for 0.41% of the portfolio, ranked #49.

Ramsay Stattman Vela & Price first reported a position in IJR in Q3 2019 and has held it in 27 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Ramsay Stattman Vela & Price held 16,605 shares of iShares Core S&P Small-Cap ETF worth $2.06M as of Q1 2026.
  • Ramsay Stattman Vela & Price bought 1,289 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $164K.
  • iShares Core S&P Small-Cap ETF made up 0.41% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #49 holding.
  • Ramsay Stattman Vela & Price first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.