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

Sapient Capital’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 Q3	$18.6M	Sell	136,726 -8,755	-6%	-$1.27M	0.25%	50
2026 Q2	$21.6M	Buy	145,481 +19,027	+15%	+$2.61M	0.28%	48
2026 Q1	$15.7M	Buy	126,454 +10,362	+9%	+$1.32M	0.24%	62
2025 Q4	$14.1M	Buy	116,092 +7,754	+7%	+$927K	0.2%	73
2025 Q3	$12.8M	Buy	108,338 +4,703	+5%	+$541K	0.2%	77
2025 Q2	$11.3M	Buy	103,635 +1,339	+1%	+$138K	0.2%	77
2025 Q1	$10.7M	Buy	102,296 +9,844	+11%	+$1.11M	0.21%	78
2024 Q4	$10.7M	Buy	92,452 +56,100	+154%	+$6.7M	0.2%	78
2024 Q3	$4.25M	Buy	36,352 +10,224	+39%	+$1.16M	0.09%	99
2024 Q2	$2.79M	Buy	26,128 +5,958	+30%	+$637K	0.06%	114
2024 Q1	$2.23M	Buy	20,170 +4,866	+32%	+$517K	0.05%	130
2023 Q4	$1.66M	Buy	+15,304	New	+$1.47M	0.04%	137

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Sapient Capital's IJR Position: Q3 2026 in Review

Sapient Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q3 2026, selling an estimated $1.27M and leaving 136,726 shares worth $18.6M. The position accounts for 0.25% of the portfolio, ranked #50.

Sapient Capital first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.6M in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Sapient Capital held 136,726 shares of iShares Core S&P Small-Cap ETF worth $18.6M as of Q3 2026.
Sapient Capital sold 8,755 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.27M.
iShares Core S&P Small-Cap ETF made up 0.25% of Sapient Capital's portfolio in Q3 2026, its #50 holding.
Sapient Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's iShares Core S&P Small-Cap ETF position peaked at $21.6M in Q2 2026.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.