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

Tanaka Capital 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 Q1	$2.84M	Buy	220,216 +125,357	+132%	+$15.9M	4.74%	8
2025 Q4	$865K	Sell	94,859 -49,475	-34%	-$5.92M	1.58%	21
2025 Q3	$2.5M	Buy	+144,334	New	+$16.6M	4.51%	7
2025 Q1	$11K	Hold	109	–	–	0.03%	32
2024 Q4	$13K	Hold	109	–	–	0.03%	33
2024 Q3	$13K	Hold	109	–	–	0.03%	35
2024 Q2	$12K	Hold	109	–	–	0.03%	38
2024 Q1	$12K	Hold	109	–	–	0.03%	39
2023 Q4	$12K	Hold	109	–	–	0.03%	40
2023 Q3	$10K	Hold	109	–	–	0.03%	38
2023 Q2	$11K	Hold	109	–	–	0.03%	39
2023 Q1	$11K	Hold	109	–	–	0.03%	40
2022 Q4	$10K	Hold	109	–	–	0.03%	40
2022 Q3	$10K	Hold	109	–	–	0.03%	38
2022 Q2	$10K	Hold	109	–	–	0.03%	40
2022 Q1	$12K	Hold	109	–	–	0.02%	42
2021 Q4	$13K	Hold	109	–	–	0.02%	43
2021 Q3	$12K	Hold	109	–	–	0.02%	46
2021 Q2	$12K	Buy	+109	New	+$12.2K	0.02%	46

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

Tanaka Capital Management's IJR Position: Q1 2026 in Review

Tanaka Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 132% in Q1 2026, buying an estimated $15.9M and bringing the position to 220,216 shares worth $2.84M. The position accounts for 4.74% of the portfolio, ranked #8.

Tanaka Capital Management first reported a position in IJR in Q2 2021 and has held it in 19 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Tanaka Capital Management held 220,216 shares of iShares Core S&P Small-Cap ETF worth $2.84M as of Q1 2026.
Tanaka Capital Management bought 125,357 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $15.9M.
iShares Core S&P Small-Cap ETF made up 4.74% of Tanaka Capital Management's portfolio in Q1 2026, its #8 holding.
Tanaka Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 19 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Tanaka Capital Management's 13F filing for Q1 2026, filed 18 May 2026.