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

Savant 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
Q1 		$27.4M Sell
220,178
-15,535
-7% -$1.97M 0.13% 95
2025
Q4 		$28.3M Sell
235,713
-14,049
-6% -$1.68M 0.16% 90
2025
Q3 		$29.7M Buy
249,762
+12,639
+5% +$1.45M 0.18% 84
2025
Q2 		$25.9M Sell
237,123
-28,371
-11% -$2.93M 0.19% 81
2025
Q1 		$27.8M Sell
265,494
-58,437
-18% -$6.59M 0.24% 68
2024
Q4 		$37.3M Sell
323,931
-25,225
-7% -$3.01M 0.29% 59
2024
Q3 		$40.8M Sell
349,156
-48,130
-12% -$5.44M 0.34% 54
2024
Q2 		$42.4M Buy
397,286
+53,623
+16% +$5.74M 0.42% 43
2024
Q1 		$38M Buy
343,663
+66,913
+24% +$7.11M 0.44% 46
2023
Q4 		$30M Buy
276,750
+98,672
+55% +$9.51M 0.39% 50
2023
Q3 		$16.8M Buy
178,078
+33,897
+24% +$3.39M 0.25% 74
2023
Q2 		$14.4M Buy
144,181
+66,525
+86% +$6.33M 0.22% 84
2023
Q1 		$7.51M Buy
77,656
+32,553
+72% +$3.25M 0.14% 112
2022
Q4 		$4.27M Sell
45,103
-4,271
-9% -$410K 0.1% 104
2022
Q3 		$4.3M Buy
49,374
+14
+0% +$1.36K 0.13% 93
2022
Q2 		$4.56M Sell
49,360
-4,463
-8% -$444K 0.14% 88
2022
Q1 		$5.81M Buy
53,823
+2,502
+5% +$270K 0.19% 69
2021
Q4 		$5.88M Buy
51,321
+26,235
+105% +$2.99M 0.19% 70
2021
Q3 		$2.74M Buy
25,086
+101
+0.4% +$11.1K 0.1% 112
2021
Q2 		$2.82M Sell
24,985
-562
-2% -$62.7K 0.11% 100
2021
Q1 		$2.77M Sell
25,547
-2,188
-8% -$229K 0.15% 93
2020
Q4 		$2.55M Buy
27,735
+1,818
+7% +$149K 0.15% 96
2020
Q3 		$1.82M Sell
25,917
-2,487
-9% -$178K 0.12% 117
2020
Q2 		$1.94M Sell
28,404
-7,843
-22% -$495K 0.15% 110
2020
Q1 		$2.03M Sell
36,247
-32,710
-47% -$2.44M 0.19% 100
2019
Q4 		$5.78M Sell
68,957
-310
-0.4% -$24.9K 0.71% 32
2019
Q3 		$5.39M Sell
69,267
-2,709
-4% -$210K 0.75% 30
2019
Q2 		$5.63M Buy
71,976
+1,229
+2% +$95.4K 0.79% 25
2019
Q1 		$5.46M Sell
70,747
-36,812
-34% -$2.83M 1.02% 19
2018
Q4 		$7.46M Sell
107,559
-24,499
-19% -$1.89M 1.56% 13
2018
Q3 		$11.5M Buy
132,058
+118,768
+894% +$10.4M 2.07% 7
2018
Q2 		$1.11M Sell
13,290
-155
-1% -$12.6K 0.24% 80
2018
Q1 		$1.03M Sell
13,445
-62
-0.5% -$4.83K 0.22% 81
2017
Q4 		$1.04M Sell
13,507
-186
-1% -$14K 0.22% 85
2017
Q3 		$1.02M Sell
13,693
-8
-0.1% -$561 0.23% 75
2017
Q2 		$961K Sell
13,701
-429
-3% -$29.7K 0.23% 72
2017
Q1 		$977K Sell
14,130
-2,158
-13% -$149K 0.24% 73
2016
Q4 		$1.12M Sell
16,288
-148
-0.9% -$9.54K 0.3% 56
2016
Q3 		$1.02M Sell
16,436
-74
-0.4% -$4.52K 0.28% 59
2016
Q2 		$959K Sell
16,510
-788
-5% -$44.9K 0.27% 58
2016
Q1 		$974K Sell
17,298
-232
-1% -$12.1K 0.3% 57
2015
Q4 		$965K Sell
17,530
-106
-0.6% -$5.97K 0.3% 53
2015
Q3 		$940K Sell
17,636
-354
-2% -$20.1K 0.34% 48
2015
Q2 		$1.06M Sell
17,990
-176
-1% -$10.4K 0.36% 47
2015
Q1 		$1.07M Sell
18,166
-50
-0.3% -$2.87K 0.38% 44
2014
Q4 		$1.04M Sell
18,216
-286
-2% -$15.6K 0.39% 45
2014
Q3 		$965K Sell
18,502
-384
-2% -$20.9K 0.41% 45
2014
Q2 		$1.06M Sell
18,886
-1,058
-5% -$57.2K 0.46% 37
2014
Q1 		$1.1M Sell
19,944
-3,664
-16% -$198K 0.51% 36
2013
Q4 		$1.29M Sell
23,608
-1,348
-5% -$70.5K 0.63% 31
2013
Q3 		$1.25M Sell
24,956
-1,766
-7% -$85.3K 0.68% 28
2013
Q2 		$1.21M Buy
+26,722
New +$1.18M 0.7% 30

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

Savant Capital's IJR Position: Q1 2026 in Review

Savant Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q1 2026, selling an estimated $1.97M and leaving 220,178 shares worth $27.4M. The position accounts for 0.13% of the portfolio, ranked #95.

Savant Capital first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.4M in Q2 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Savant Capital held 220,178 shares of iShares Core S&P Small-Cap ETF worth $27.4M as of Q1 2026.
  • Savant Capital sold 15,535 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.97M.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Savant Capital's portfolio in Q1 2026, its #95 holding.
  • Savant Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's iShares Core S&P Small-Cap ETF position peaked at $42.4M in Q2 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.