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

SCS Capital Management’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	$18M	Sell	121,664 -6,497	-5%	-$892K	0.17%	76
2026 Q1	$15.9M	Sell	128,161 -6,480	-5%	-$823K	0.17%	80
2025 Q4	$16.2M	Sell	134,641 -3,443	-2%	-$412K	0.17%	81
2025 Q3	$16.4M	Sell	138,084 -18,087	-12%	-$2.08M	0.18%	74
2025 Q2	$17.1M	Sell	156,171 -87,681	-36%	-$9.06M	0.19%	72
2025 Q1	$25.5M	Buy	+243,852	New	+$27.5M	0.32%	45

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

SCS Capital Management's IJR Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.1% in Q2 2026, selling an estimated $892K and leaving 121,664 shares worth $18M. The position accounts for 0.17% of the portfolio, ranked #76.

SCS Capital Management first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5M in Q1 2025. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SCS Capital Management held 121,664 shares of iShares Core S&P Small-Cap ETF worth $18M as of Q2 2026.
SCS Capital Management sold 6,497 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $892K.
iShares Core S&P Small-Cap ETF made up 0.17% of SCS Capital Management's portfolio in Q2 2026, its #76 holding.
SCS Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares Core S&P Small-Cap ETF position peaked at $25.5M in Q1 2025.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.