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Rathbones Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rathbones Group’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 		$1.77M Sell
14,203
-135
-0.9% -$17.1K 0.01% 309
2025
Q4 		$1.72M Sell
14,338
-20
-0.1% -$2.39K 0.01% 310
2025
Q3 		$1.71M Buy
14,358
+784
+6% +$90.2K 0.01% 301
2025
Q2 		$1.48M Sell
13,574
-30
-0.2% -$3.1K 0.01% 313
2025
Q1 		$1.42M Sell
13,604
-197
-1% -$22.2K 0.01% 303
2024
Q4 		$1.59M Buy
13,801
+2,936
+27% +$351K 0.01% 301
2024
Q3 		$1.27M Buy
10,865
+3,500
+48% +$395K 0.01% 308
2024
Q2 		$786K Buy
7,365
+850
+13% +$90.9K ﹤0.01% 351
2024
Q1 		$720K Sell
6,515
-650
-9% -$69K ﹤0.01% 363
2023
Q4 		$776K Buy
7,165
+25
+0.4% +$2.41K 0.01% 338
2023
Q3 		$674K Buy
+7,140
New +$713K ﹤0.01% 354

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

Rathbones Group's IJR Position: Q1 2026 in Review

Rathbones Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q1 2026, selling an estimated $17.1K and leaving 14,203 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #309.

Rathbones Group first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Rathbones Group held 14,203 shares of iShares Core S&P Small-Cap ETF worth $1.77M as of Q1 2026.
  • Rathbones Group sold 135 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $17.1K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #309 holding.
  • Rathbones Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.