Syon Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Syon Capital’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	–	Sell	-21,961	Closed	-$2.73M	–	978
2026 Q1	$2.73M	Sell	21,961 -860	-4%	-$109K	0.14%	105
2025 Q4	$2.74M	Buy	22,821 +251	+1%	+$30K	0.14%	113
2025 Q3	$2.68M	Sell	22,570 -552	-2%	-$63.5K	0.14%	99
2025 Q2	$2.53M	Sell	23,122 -56,500	-71%	-$5.84M	0.17%	87
2025 Q1	$8.33M	Buy	79,622 +15,724	+25%	+$1.77M	0.68%	37
2024 Q4	$7.36M	Buy	63,898 +32,141	+101%	+$3.84M	0.66%	32
2024 Q3	$3.71M	Buy	31,757 +1,316	+4%	+$149K	0.33%	55
2024 Q2	$3.25M	Buy	30,441 +63	+0.2%	+$6.74K	0.3%	57
2024 Q1	$3.36M	Sell	30,378 -920	-3%	-$97.7K	0.32%	57
2023 Q4	$3.39M	Buy	31,298 +155	+0.5%	+$14.9K	0.35%	52
2023 Q3	$2.94M	Buy	+31,143	New	+$3.11M	0.37%	48

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

Syon Capital's IJR Position: Q2 2026 in Review

Syon Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 21,961 shares — an estimated $2.73M sold.

Syon Capital first reported a position in IJR in Q3 2023 and held it in 11 quarters. The position peaked at $8.33M in Q1 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Syon Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Syon Capital sold 21,961 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.73M.
Syon Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 11 quarters.
Syon Capital's iShares Core S&P Small-Cap ETF position peaked at $8.33M in Q1 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.