Sanders Morris Harris’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sanders Morris Harris’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	–	Sell	-2,306	Closed	-$287K	–	167
2026 Q1	$287K	Buy	+2,306	New	+$293K	0.05%	237
2025 Q4	–	Sell	-2,796	Closed	-$332K	–	154
2025 Q3	$332K	Sell	2,796 -39	-1%	-$4.49K	0.04%	217
2025 Q2	$310K	Buy	2,835 +40	+1%	+$4.13K	0.07%	100
2025 Q1	$292K	Buy	2,795 +194	+7%	+$21.9K	0.05%	208
2024 Q4	$301K	Buy	2,601 +23	+0.9%	+$2.75K	0.05%	219
2024 Q3	$302K	Hold	2,578	–	–	0.05%	212
2024 Q2	$275K	Buy	+2,578	New	+$276K	0.05%	223
2023 Q4	–	Sell	-2,306	Closed	-$218K	–	205
2023 Q3	$218K	Hold	2,306	–	–	0.04%	224
2023 Q2	$230K	Hold	2,306	–	–	0.05%	218
2023 Q1	$223K	Buy	+2,306	New	+$231K	0.08%	116
2022 Q4	–	Sell	-2,306	Closed	-$201K	–	234
2022 Q3	$201K	Hold	2,306	–	–	0.05%	246
2022 Q2	$213K	Buy	+2,306	New	+$229K	0.05%	248

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sanders Morris Harris's IJR Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,306 shares — an estimated $287K sold.

Sanders Morris Harris first reported a position in IJR in Q2 2022 and held it in 12 quarters. The position peaked at $332K in Q3 2025. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 2,306 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $287K.
Sanders Morris Harris first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 12 quarters.
Sanders Morris Harris's iShares Core S&P Small-Cap ETF position peaked at $332K in Q3 2025.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.