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 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 -33,668	-53%	-$3.57M	0.32%	57
2023 Q4	$6.93M	Buy	64,046 +32,903	+106%	+$3.17M	0.29%	57
2023 Q3	$2.94M	Buy	+31,143	New	+$3.11M	0.37%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Syon Capital's IJR Position: Q1 2026 in Review

Syon Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q1 2026, selling an estimated $109K and leaving 21,961 shares worth $2.73M. The position accounts for 0.14% of the portfolio, ranked #105.

Syon Capital first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.33M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Syon Capital held 21,961 shares of iShares Core S&P Small-Cap ETF worth $2.73M as of Q1 2026.
Syon Capital sold 860 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $109K.
iShares Core S&P Small-Cap ETF made up 0.14% of Syon Capital's portfolio in Q1 2026, its #105 holding.
Syon Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Syon Capital's iShares Core S&P Small-Cap ETF position peaked at $8.33M in Q1 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.