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

Seelaus Asset 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	$432K	Sell	2,913 -118	-4%	-$16.2K	0.3%	101
2026 Q1	$377K	Buy	3,031 +414	+16%	+$52.6K	0.27%	115
2025 Q4	$315K	Buy	2,617 +123	+5%	+$14.7K	0.25%	115
2025 Q3	$296K	Sell	2,494 -218	-8%	-$25.1K	0.24%	124
2025 Q2	$296K	Sell	2,712 -465	-15%	-$48.1K	0.26%	117
2025 Q1	$332K	Sell	3,177 -468	-13%	-$52.8K	0.32%	96
2024 Q4	$420K	Sell	3,645 -239	-6%	-$28.6K	0.38%	79
2024 Q3	$454K	Sell	3,884 -23	-0.6%	-$2.6K	0.42%	75
2024 Q2	$417K	Buy	3,907 +30	+0.8%	+$3.21K	0.42%	76
2024 Q1	$428K	Sell	3,877 -512	-12%	-$54.4K	0.43%	79
2023 Q4	$475K	Buy	4,389 +49	+1%	+$4.72K	0.46%	75
2023 Q3	$409K	Sell	4,340 -10	-0.2%	-$999	0.47%	79
2023 Q2	$433K	Sell	4,350 -35	-0.8%	-$3.33K	0.34%	104
2023 Q1	$418K	Buy	4,385 +187	+4%	+$18.7K	0.32%	102
2022 Q4	$397K	Sell	4,198 -101	-2%	-$9.69K	0.3%	110
2022 Q3	$375K	Buy	4,299 +418	+11%	+$40.6K	0.3%	111
2022 Q2	$359K	Buy	3,881 +28	+0.7%	+$2.79K	0.27%	123
2022 Q1	$416K	Buy	3,853 +125	+3%	+$13.5K	0.25%	124
2021 Q4	$427K	Buy	3,728 +92	+3%	+$10.5K	0.23%	131
2021 Q3	$397K	Buy	3,636 +141	+4%	+$15.5K	0.23%	139
2021 Q2	$395K	Sell	3,495 -24	-0.7%	-$2.68K	0.23%	146
2021 Q1	$382K	Sell	3,519 -1,035	-23%	-$108K	0.24%	127
2020 Q4	$419K	Sell	4,554 -1,959	-30%	-$161K	0.3%	98
2020 Q3	$457K	Sell	6,513 -637	-9%	-$45.7K	0.37%	81
2020 Q2	$488K	Sell	7,150 -237	-3%	-$15K	0.44%	69
2020 Q1	$414K	Sell	7,387 -1,660	-18%	-$124K	0.49%	64
2019 Q4	$759K	Buy	9,047 +1,243	+16%	+$100K	0.61%	53
2019 Q3	$607K	Buy	7,804 +233	+3%	+$18K	0.53%	64
2019 Q2	$593K	Sell	7,571 -147	-2%	-$11.4K	0.54%	64
2019 Q1	$595K	Buy	+7,718	New	+$593K	0.55%	63

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

Seelaus Asset Management's IJR Position: Q2 2026 in Review

Seelaus Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, selling an estimated $16.2K and leaving 2,913 shares worth $432K. The position accounts for 0.3% of the portfolio, ranked #101.

Seelaus Asset Management first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $759K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Seelaus Asset Management held 2,913 shares of iShares Core S&P Small-Cap ETF worth $432K as of Q2 2026.
Seelaus Asset Management sold 118 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.2K.
iShares Core S&P Small-Cap ETF made up 0.3% of Seelaus Asset Management's portfolio in Q2 2026, its #101 holding.
Seelaus Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
Seelaus Asset Management's iShares Core S&P Small-Cap ETF position peaked at $759K in Q4 2019.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.