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

Sherman 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	$10.2M	Sell	68,563 -1	-0%	-$137	7.89%	4
2026 Q1	$8.52M	Sell	68,564 -353	-0.5%	-$44.8K	7.84%	3
2025 Q4	$8.28M	Sell	68,917 -3,558	-5%	-$426K	7.01%	3
2025 Q3	$8.61M	Sell	72,475 -402	-0.6%	-$46.2K	7.43%	3
2025 Q2	$7.72M	Sell	72,877 -1	-0%	-$103	6.85%	3
2025 Q1	$7.62M	Sell	72,878 -953	-1%	-$108K	7.28%	3
2024 Q4	$8.51M	Buy	+73,831	New	+$8.82M	7.78%	3

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

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

Sherman Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0% in Q2 2026, selling an estimated $137 and leaving 68,563 shares worth $10.2M. The position accounts for 7.89% of the portfolio, ranked #4.

Sherman Asset Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Sherman Asset Management held 68,563 shares of iShares Core S&P Small-Cap ETF worth $10.2M as of Q2 2026.
Sherman Asset Management sold 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 7.89% of Sherman Asset Management's portfolio in Q2 2026, its #4 holding.
Sherman Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.