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SBI Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SBI Securities’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 		$2.2M Buy
17,701
+267
+2% +$33.9K 0.06% 167
2025
Q4 		$2.1M Sell
17,434
-147
-0.8% -$17.6K 0.05% 182
2025
Q3 		$2.09M Sell
17,581
-319
-2% -$36.7K 0.05% 191
2025
Q2 		$1.96M Sell
17,900
-114
-0.6% -$11.8K 0.06% 186
2025
Q1 		$1.88M Sell
18,014
-34
-0.2% -$3.84K 0.06% 171
2024
Q4 		$2.08M Buy
+18,048
New +$2.16M 0.06% 156

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

SBI Securities's IJR Position: Q1 2026 in Review

SBI Securities increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q1 2026, buying an estimated $33.9K and bringing the position to 17,701 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #167.

SBI Securities first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • SBI Securities held 17,701 shares of iShares Core S&P Small-Cap ETF worth $2.2M as of Q1 2026.
  • SBI Securities bought 267 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $33.9K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of SBI Securities's portfolio in Q1 2026, its #167 holding.
  • SBI Securities first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.