Stonehage Fleming Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stonehage Fleming Financial Services’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	–	Sell	-4,320	Closed	-$519K	–	236
2025 Q4	$519K	Hold	4,320	–	–	0.02%	100
2025 Q3	$513K	Hold	4,320	–	–	0.01%	100
2025 Q2	$472K	Hold	4,320	–	–	0.01%	108
2025 Q1	$452K	Hold	4,320	–	–	0.02%	96
2024 Q4	$498K	Buy	+4,320	New	+$516K	0.01%	102

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Stonehage Fleming Financial Services's IJR Position: Q1 2026 in Review

Stonehage Fleming Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 4,320 shares — an estimated $519K sold.

Stonehage Fleming Financial Services first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $519K in Q4 2025. 2,751 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Stonehage Fleming Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Stonehage Fleming Financial Services sold 4,320 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $519K.
Stonehage Fleming Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
Stonehage Fleming Financial Services's iShares Core S&P Small-Cap ETF position peaked at $519K in Q4 2025.
2,751 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.