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

Smartleaf 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 Q1	$2.26M	Sell	18,729 -2,170	-10%	-$276K	0.08%	222
2025 Q4	$2.54M	Sell	20,899 -1,944	-9%	-$232K	0.1%	187
2025 Q3	$2.71M	Buy	22,843 +950	+4%	+$109K	0.17%	130
2025 Q2	$2.4M	Buy	21,893 +957	+5%	+$98.9K	0.21%	96
2025 Q1	$2.18M	Sell	20,936 -579	-3%	-$65.3K	0.21%	98
2024 Q4	$2.47M	Buy	21,515 +20,595	+2,239%	+$2.46M	0.25%	85
2024 Q3	$107K	Sell	920 -75	-8%	-$8.47K	0.01%	692
2024 Q2	$105K	Sell	995 -108	-10%	-$11.6K	0.02%	558
2024 Q1	$121K	Buy	1,103 +377	+52%	+$40K	0.02%	472
2023 Q4	$52.6K	Buy	+726	New	+$70K	0.01%	529

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smartleaf Asset Management's IJR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, selling an estimated $276K and leaving 18,729 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #222.

Smartleaf Asset Management first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.71M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Smartleaf Asset Management held 18,729 shares of iShares Core S&P Small-Cap ETF worth $2.26M as of Q1 2026.
Smartleaf Asset Management sold 2,170 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $276K.
iShares Core S&P Small-Cap ETF made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #222 holding.
Smartleaf Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Core S&P Small-Cap ETF position peaked at $2.71M in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.