Schroder Investment Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Schroder Investment Management Group’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	$363K	Hold	2,450	–	–	﹤0.01%	1113
2026 Q1	$305K	Hold	2,450	–	–	﹤0.01%	1128
2025 Q4	$294K	Hold	2,450	–	–	﹤0.01%	1099
2025 Q3	$291K	Buy	2,450 +650	+36%	+$74.8K	﹤0.01%	1133
2025 Q2	$197K	Hold	1,800	–	–	﹤0.01%	1122
2025 Q1	$188K	Sell	1,800 -139,932	-99%	-$15.8M	﹤0.01%	1164
2024 Q4	$16.3M	Buy	141,732 +139,932	+7,774%	+$16.7M	0.02%	559
2024 Q3	$211K	Hold	1,800	–	–	﹤0.01%	1168
2024 Q2	$190K	Hold	1,800	–	–	﹤0.01%	1170
2024 Q1	$198K	Buy	1,800 +1,350	+300%	+$143K	﹤0.01%	1172
2023 Q4	$48.7K	Hold	450	–	–	﹤0.01%	1172
2023 Q3	$42.4K	Hold	450	–	–	﹤0.01%	1186
2023 Q2	$44.8K	Hold	450	–	–	﹤0.01%	1210
2023 Q1	$43.5K	Sell	450 -200	-31%	-$20K	﹤0.01%	1241
2022 Q4	$61.5K	Hold	650	–	–	﹤0.01%	1262
2022 Q3	$57K	Hold	650	–	–	﹤0.01%	1257
2022 Q2	$60K	Hold	650	–	–	﹤0.01%	1295
2022 Q1	$70K	Buy	+650	New	+$70.1K	﹤0.01%	1330
2021 Q4	–	Sell	-650	Closed	-$71K	–	1448
2021 Q3	$71K	Hold	650	–	–	﹤0.01%	1416
2021 Q2	$73K	Sell	650 -6,450	-91%	-$719K	﹤0.01%	1436
2021 Q1	$770K	Sell	7,100 -74,993	-91%	-$7.85M	﹤0.01%	1215
2020 Q4	$7.54M	Buy	82,093 +75,593	+1,163%	+$6.21M	0.01%	699
2020 Q3	$468K	Buy	6,500 +105	+2%	+$7.53K	﹤0.01%	1102
2020 Q2	$437K	Buy	6,395 +6,055	+1,781%	+$382K	﹤0.01%	1015
2020 Q1	$19K	Sell	340 -17,150	-98%	-$1.28M	﹤0.01%	1259
2019 Q4	$1.47M	Hold	17,490	–	–	﹤0.01%	923
2019 Q3	$1.36M	Sell	17,490 -17,490	-50%	-$1.35M	﹤0.01%	944
2019 Q2	$2.74M	Buy	34,980 +17,490	+100%	+$1.36M	﹤0.01%	881
2019 Q1	$1.35M	Hold	17,490	–	–	﹤0.01%	854
2018 Q4	$1.21M	Hold	17,490	–	–	﹤0.01%	847
2018 Q3	$1.53M	Sell	17,490 -65,126	-79%	-$5.71M	﹤0.01%	843
2018 Q2	$6.92M	Buy	82,616 +65,316	+378%	+$5.32M	0.01%	662
2018 Q1	$1.33M	Sell	17,300 -33,426	-66%	-$2.6M	﹤0.01%	901
2017 Q4	$3.9M	Buy	50,726 +33,426	+193%	+$2.52M	0.01%	813
2017 Q3	$1.28M	Hold	17,300	–	–	﹤0.01%	941
2017 Q2	$1.21M	Hold	17,300	–	–	﹤0.01%	942
2017 Q1	$1.19M	Sell	17,300 -1,320	-7%	-$91K	﹤0.01%	929
2016 Q4	$1.28M	Hold	18,620	–	–	﹤0.01%	875
2016 Q3	$1.16M	Hold	18,620	–	–	﹤0.01%	902
2016 Q2	$1.08M	Sell	18,620 -780	-4%	-$44.5K	﹤0.01%	893
2016 Q1	$1.09M	Hold	19,400	–	–	﹤0.01%	904
2015 Q4	$1.07M	Hold	19,400	–	–	﹤0.01%	925
2015 Q3	$1.03M	Hold	19,400	–	–	﹤0.01%	907
2015 Q2	$1.14M	Hold	19,400	–	–	﹤0.01%	901
2015 Q1	$1.14M	Buy	19,400 +3,300	+20%	+$189K	﹤0.01%	923
2014 Q4	$918K	Buy	16,100 +4,400	+38%	+$240K	﹤0.01%	1011
2014 Q3	$610K	Hold	11,700	–	–	﹤0.01%	1077
2014 Q2	$656K	Sell	11,700 -600	-5%	-$32.4K	﹤0.01%	1031
2014 Q1	$677K	Hold	12,300	–	–	﹤0.01%	1018
2013 Q4	$671K	Hold	12,300	–	–	﹤0.01%	1073
2013 Q3	$614K	Buy	+12,300	New	+$594K	﹤0.01%	1073

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 22.9% 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

Schroder Investment Management Group's IJR Position: Q2 2026 in Review

Schroder Investment Management Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,450 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Schroder Investment Management Group first reported a position in IJR in Q3 2013 and has held it in 51 quarters since. The position peaked at $16.3M in Q4 2024. 2,850 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Schroder Investment Management Group held 2,450 shares of iShares Core S&P Small-Cap ETF worth $363K as of Q2 2026.
Schroder Investment Management Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1113 holding.
Schroder Investment Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 51 quarters since.
Schroder Investment Management Group's iShares Core S&P Small-Cap ETF position peaked at $16.3M in Q4 2024.
2,850 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.