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

Studio Investment 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	$581K	Sell	3,915 -266	-6%	-$36.5K	0.1%	120
2026 Q1	$520K	Sell	4,181 -307	-7%	-$39K	0.09%	120
2025 Q4	$539K	Sell	4,488 -381	-8%	-$45.6K	0.1%	117
2025 Q3	$579K	Sell	4,869 -574	-11%	-$66K	0.11%	112
2025 Q2	$595K	Buy	5,443 +312	+6%	+$32.3K	0.12%	112
2025 Q1	$537K	Buy	5,131 +237	+5%	+$26.7K	0.11%	111
2024 Q4	$564K	Sell	4,894 -447	-8%	-$53.4K	0.12%	105
2024 Q3	$625K	Buy	5,341 +1,669	+45%	+$189K	0.13%	101
2024 Q2	$392K	Buy	3,672 +1,456	+66%	+$156K	0.09%	120
2024 Q1	$245K	Buy	2,216 +698	+46%	+$74.1K	0.06%	141
2023 Q4	$164K	Buy	1,518 +1,435	+1,729%	+$138K	0.04%	153
2023 Q3	$7.87K	Hold	83	–	–	﹤0.01%	212
2023 Q2	$8.27K	Hold	83	–	–	﹤0.01%	205
2023 Q1	$8.03K	Hold	83	–	–	﹤0.01%	201
2022 Q4	$7.86K	Buy	+83	New	+$7.96K	﹤0.01%	176
2022 Q3	–	Sell	-131	Closed	-$12K	–	182
2022 Q2	$12K	Buy	+131	New	+$13K	﹤0.01%	157

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

Studio Investment Management's IJR Position: Q2 2026 in Review

Studio Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.4% in Q2 2026, selling an estimated $36.5K and leaving 3,915 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #120.

Studio Investment Management first reported a position in IJR in Q2 2022 and has held it in 16 quarters since. The position peaked at $625K in Q3 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Studio Investment Management held 3,915 shares of iShares Core S&P Small-Cap ETF worth $581K as of Q2 2026.
Studio Investment Management sold 266 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $36.5K.
iShares Core S&P Small-Cap ETF made up 0.1% of Studio Investment Management's portfolio in Q2 2026, its #120 holding.
Studio Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Studio Investment Management's iShares Core S&P Small-Cap ETF position peaked at $625K in Q3 2024.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.