Syntax Research’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Syntax Research’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	$4.88M	Buy	32,925 +579	+2%	+$79.5K	3.57%	8
2026 Q1	$4.02M	Sell	32,346 -308	-0.9%	-$39.1K	2.56%	12
2025 Q4	$3.92M	Buy	32,654 +14	+0%	+$1.67K	2.42%	12
2025 Q3	$3.88M	Buy	32,640 +180	+0.6%	+$20.7K	2.49%	12
2025 Q2	$3.55M	Sell	32,460 -395	-1%	-$40.8K	2.52%	11
2025 Q1	$3.44M	Buy	32,855 +4,007	+14%	+$452K	2.37%	11
2024 Q4	$3.32M	Buy	28,848 +3,246	+13%	+$388K	2.38%	13
2024 Q3	$2.99M	Buy	25,602 +14,666	+134%	+$1.66M	2.02%	23
2024 Q2	$1.17M	Buy	10,936 +820	+8%	+$87.7K	0.92%	23
2024 Q1	$1.12M	Sell	10,116 -64	-0.6%	-$6.8K	0.85%	29
2023 Q4	$1.1M	Sell	10,180 -14,483	-59%	-$1.4M	0.92%	28
2023 Q3	$2.33M	Buy	+24,663	New	+$2.46M	1.88%	15

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

Syntax Research's IJR Position: Q2 2026 in Review

Syntax Research increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 32,925 shares worth $4.88M. The position accounts for 3.57% of the portfolio, ranked #8.

Syntax Research first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Syntax Research held 32,925 shares of iShares Core S&P Small-Cap ETF worth $4.88M as of Q2 2026.
Syntax Research bought 579 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $79.5K.
iShares Core S&P Small-Cap ETF made up 3.57% of Syntax Research's portfolio in Q2 2026, its #8 holding.
Syntax Research first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.