SVB Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SVB Wealth’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	$7.39M	Sell	49,797 -1,519	-3%	-$208K	0.47%	47
2026 Q1	$6.38M	Sell	51,316 -2,989	-6%	-$380K	0.42%	54
2025 Q4	$6.53M	Sell	54,305 -3,606	-6%	-$431K	0.38%	58
2025 Q3	$6.88M	Sell	57,911 -20,399	-26%	-$2.35M	0.37%	55
2025 Q2	$8.56M	Buy	+78,310	New	+$8.09M	0.46%	49
2025 Q1	–	Sell	-154,586	Closed	-$17.8M	–	1626
2024 Q4	$17.8M	Buy	+154,586	New	+$18.5M	0.33%	43
2024 Q3	–	Sell	-163,613	Closed	-$17.5M	–	295
2024 Q2	$17.5M	Sell	163,613 -37,909	-19%	-$4.06M	0.43%	45
2024 Q1	$22.3M	Sell	201,522 -18,730	-9%	-$1.99M	0.5%	45
2023 Q4	$23.8M	Sell	220,252 -57,241	-21%	-$5.52M	0.58%	36
2023 Q3	$26.2M	Sell	277,493 -28,817	-9%	-$2.88M	0.57%	34
2023 Q2	$30.5M	Sell	306,310 -85,699	-22%	-$8.16M	0.55%	33
2023 Q1	$37.9M	Sell	392,009 -64,758	-14%	-$6.47M	0.53%	33
2022 Q4	$43.2M	Buy	456,767 +60,894	+15%	+$5.84M	0.58%	29
2022 Q3	$34.5M	Buy	395,873 +42,853	+12%	+$4.16M	0.5%	31
2022 Q2	$32.6M	Buy	353,020 +14,804	+4%	+$1.47M	0.5%	34
2022 Q1	$36.5M	Buy	338,216 +15,891	+5%	+$1.71M	0.49%	35
2021 Q4	$36.9M	Buy	322,325 +20,510	+7%	+$2.34M	0.61%	30
2021 Q3	$33M	Buy	301,815 +12,994	+4%	+$1.43M	0.42%	40
2021 Q2	$32.6M	Buy	288,821 +18,737	+7%	+$2.09M	0.41%	42
2021 Q1	$29.3M	Buy	270,084 +29,061	+12%	+$3.04M	0.41%	43
2020 Q4	$22.1M	Buy	241,023 +16,280	+7%	+$1.34M	0.33%	55
2020 Q3	$15.8M	Buy	224,743 +5,716	+3%	+$410K	0.26%	72
2020 Q2	$15M	Buy	219,027 +214,085	+4,332%	+$13.5M	0.28%	65
2020 Q1	$277K	Sell	4,942 -210,402	-98%	-$15.7M	0.01%	403
2019 Q4	$18.1M	Buy	215,344 +4,126	+2%	+$332K	0.33%	59
2019 Q3	$16.4M	Sell	211,218 -13,763	-6%	-$1.07M	0.33%	59
2019 Q2	$17.6M	Buy	+224,981	New	+$17.5M	0.59%	50

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

SVB Wealth's IJR Position: Q2 2026 in Review

SVB Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, selling an estimated $208K and leaving 49,797 shares worth $7.39M. The position accounts for 0.47% of the portfolio, ranked #47.

SVB Wealth first reported a position in IJR in Q2 2019 and has held it in 27 quarters since. The position peaked at $43.2M in Q4 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SVB Wealth held 49,797 shares of iShares Core S&P Small-Cap ETF worth $7.39M as of Q2 2026.
SVB Wealth sold 1,519 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $208K.
iShares Core S&P Small-Cap ETF made up 0.47% of SVB Wealth's portfolio in Q2 2026, its #47 holding.
SVB Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's iShares Core S&P Small-Cap ETF position peaked at $43.2M in Q4 2022.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.