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Split Rock Private Trading & Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Split Rock Private Trading & Wealth 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 		– Sell
-37,567
Closed -$4.67M – 50
2026
Q1 		$4.67M Sell
37,567
-958
-2% -$122K 3.62% 10
2025
Q4 		$4.63M Buy
+38,525
New +$4.61M 3.71% 9

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's IJR Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 37,567 shares — an estimated $4.67M sold.

Split Rock Private Trading & Wealth Management first reported a position in IJR in Q4 2025 and held it in 2 quarters. The position peaked at $4.67M in Q1 2026. 1,936 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Split Rock Private Trading & Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Split Rock Private Trading & Wealth Management sold 37,567 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.67M.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Split Rock Private Trading & Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $4.67M in Q1 2026.
  • 1,936 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.