Steve Schonfeld’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Steve Schonfeld’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	$7.96M	Buy	+53,662	New	+$7.36M	0.03%	482
2025 Q1	–	Sell	-4,334	Closed	-$499K	–	2336
2024 Q4	$499K	Sell	4,334 -64,133	-94%	-$7.66M	﹤0.01%	1397
2024 Q3	$8.01M	Sell	68,467 -35,608	-34%	-$4.02M	0.05%	363
2024 Q2	$11.1M	Buy	104,075 +100,931	+3,210%	+$10.8M	0.07%	319
2024 Q1	$347K	Sell	3,144 -41,854	-93%	-$4.44M	﹤0.01%	1592
2023 Q4	$4.87M	Buy	44,998 +23,602	+110%	+$2.27M	0.03%	523
2023 Q3	$2.02M	Buy	21,396 +19,354	+948%	+$1.93M	0.02%	829
2023 Q2	$203K	Buy	+2,042	New	+$194K	﹤0.01%	1560
2022 Q1	–	Sell	-101,600	Closed	-$11.6M	–	2735
2021 Q4	$11.6M	Buy	101,600 +99,162	+4,067%	+$11.3M	0.11%	254
2021 Q3	$266K	Buy	+2,438	New	+$268K	﹤0.01%	1594

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

Steve Schonfeld's IJR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 53,662 shares worth $7.96M. The stake represents 0.03% of the portfolio and ranks #482 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in IJR as recently as Q4 2024.

Steve Schonfeld first reported a position in IJR in Q3 2021 and has held it in 10 quarters since. The position peaked at $11.6M in Q4 2021. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Steve Schonfeld held 53,662 shares of iShares Core S&P Small-Cap ETF worth $7.96M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Steve Schonfeld position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Steve Schonfeld's portfolio in Q2 2026, its #482 holding.
Steve Schonfeld first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 10 quarters since.
Steve Schonfeld's iShares Core S&P Small-Cap ETF position peaked at $11.6M in Q4 2021.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.