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

Sage 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	$450K	Buy	3,035 +7	+0.2%	+$961	0.18%	103
2026 Q1	$377K	Sell	3,028 -307	-9%	-$39K	0.18%	107
2025 Q4	$401K	Buy	3,335 +9	+0.3%	+$1.08K	0.19%	101
2025 Q3	$395K	Buy	3,326 +7	+0.2%	+$805	0.18%	104
2025 Q2	$363K	Buy	3,319 +8	+0.2%	+$827	0.17%	105
2025 Q1	$346K	Buy	3,311 +5	+0.2%	+$564	0.19%	104
2024 Q4	$381K	Buy	3,306 +20	+0.6%	+$2.39K	0.19%	105
2024 Q3	$384K	Buy	3,286 +9	+0.3%	+$1.02K	0.18%	108
2024 Q2	$350K	Buy	3,277 +7	+0.2%	+$749	0.18%	108
2024 Q1	$361K	Buy	3,270 +6	+0.2%	+$637	0.2%	104
2023 Q4	$353K	Buy	+3,264	New	+$315K	0.21%	102

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Sage Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.23% in Q2 2026, buying an estimated $961 and bringing the position to 3,035 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #103.

Sage Capital Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,160 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sage Capital Management held 3,035 shares of iShares Core S&P Small-Cap ETF worth $450K as of Q2 2026.
Sage Capital Management bought 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
iShares Core S&P Small-Cap ETF made up 0.18% of Sage Capital Management's portfolio in Q2 2026, its #103 holding.
Sage Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,160 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.