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 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

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

Sapient Capital's IJR Position: Q2 2026 in Review

Sapient Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $2.61M and bringing the position to 145,481 shares worth $21.6M. The position accounts for 0.28% of the portfolio, ranked #48.

Sapient Capital first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sapient Capital held 145,481 shares of iShares Core S&P Small-Cap ETF worth $21.6M as of Q2 2026.
Sapient Capital bought 19,027 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.61M.
iShares Core S&P Small-Cap ETF made up 0.28% of Sapient Capital's portfolio in Q2 2026, its #48 holding.
Sapient Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.