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Salomon & Ludwin’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Salomon & Ludwin’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 		$11.7M Sell
93,511
-4,864
-5% -$618K 1.05% 28
2025
Q4 		$12.1M Sell
98,375
-2,137
-2% -$256K 1.07% 28
2025
Q3 		$12.1M Sell
100,512
-2,532
-2% -$291K 1.09% 27
2025
Q2 		$11.6M Sell
103,044
-2,652
-3% -$274K 1.14% 27
2025
Q1 		$11.1M Sell
105,696
-1,322
-1% -$149K 1.18% 27
2024
Q4 		$12.3M Sell
107,018
-3,251
-3% -$388K 1.31% 23
2024
Q3 		$12.9M Sell
110,269
-7,646
-6% -$864K 1.31% 24
2024
Q2 		$12.6M Sell
117,915
-31,824
-21% -$3.4M 1.4% 22
2024
Q1 		$16.5M Sell
149,739
-4,712
-3% -$500K 1.42% 23
2023
Q4 		$14.6M Hold
154,451
– – 1.52% 23
2023
Q3 		$14.6M Sell
154,451
-2,092
-1% -$209K 1.52% 23
2023
Q2 		$15.6M Sell
156,543
-753
-0.5% -$71.7K 1.66% 20
2023
Q1 		$15.2M Buy
157,296
+706
+0.5% +$70.6K 1.81% 17
2022
Q4 		$14.8M Sell
156,590
-12,974
-8% -$1.24M 1.88% 16
2022
Q3 		$14.8M Sell
169,564
-763
-0.4% -$74.1K 2.22% 14
2022
Q2 		$15.7M Buy
170,327
+32,116
+23% +$3.19M 2.43% 12
2022
Q1 		$14.9M Buy
138,211
+11,733
+9% +$1.27M 2.16% 14
2021
Q4 		$14.5M Buy
126,478
+4,055
+3% +$462K 2.05% 16
2021
Q3 		$13.4M Buy
122,423
+4,641
+4% +$511K 2.08% 16
2021
Q2 		$13.3M Buy
117,782
+3,343
+3% +$373K 2.09% 17
2021
Q1 		$12.4M Buy
114,439
+11,877
+12% +$1.24M 2.11% 16
2020
Q4 		$9.43M Buy
102,562
+4,416
+4% +$363K 1.75% 19
2020
Q3 		$6.89M Buy
98,146
+387
+0.4% +$27.7K 1.44% 24
2020
Q2 		$6.68M Buy
97,759
+97,033
+13,365% +$6.13M 1.44% 23
2020
Q1 		$41K Sell
726
-835
-53% -$62.2K 0.01% 100
2019
Q4 		$131K Buy
1,561
+221
+16% +$17.8K 0.03% 66
2019
Q3 		$104K Hold
1,340
– – 0.02% 66
2019
Q2 		$105K Hold
1,340
– – 0.02% 64
2019
Q1 		$103K Hold
1,340
– – 0.02% 58
2018
Q4 		$93K Buy
+1,340
New +$104K 0.02% 62

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

Salomon & Ludwin's IJR Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q1 2026, selling an estimated $618K and leaving 93,511 shares worth $11.7M. The position accounts for 1.05% of the portfolio, ranked #28.

Salomon & Ludwin first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.5M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Salomon & Ludwin held 93,511 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q1 2026.
  • Salomon & Ludwin sold 4,864 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $618K.
  • iShares Core S&P Small-Cap ETF made up 1.05% of Salomon & Ludwin's portfolio in Q1 2026, its #28 holding.
  • Salomon & Ludwin first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's iShares Core S&P Small-Cap ETF position peaked at $16.5M in Q1 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.