Thrivent Financial for Lutherans
IJR icon

Thrivent Financial for Lutherans’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Thrivent Financial for Lutherans’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 		$49.5M Sell
334,359
-271,491
-45% -$37.3M 0.08% 285
2026
Q1 		$75.1M Buy
605,850
+34,728
+6% +$4.41M 0.14% 158
2025
Q4 		$69M Buy
571,122
+209,018
+58% +$25M 0.12% 195
2025
Q3 		$43M Buy
362,104
+138,569
+62% +$15.9M 0.08% 262
2025
Q2 		$24.4M Sell
223,535
-213,981
-49% -$22.1M 0.05% 337
2025
Q1 		$51.2M Sell
437,516
-121,515
-22% -$13.7M 0.11% 234
2024
Q4 		$67.1M Buy
559,031
+68,827
+14% +$8.22M 0.13% 219
2024
Q3 		$57.3M Sell
490,204
-4,034
-0.8% -$456K 0.11% 249
2024
Q2 		$52.7M Buy
494,238
+5,245
+1% +$561K 0.11% 246
2024
Q1 		$54M Sell
488,993
-250,391
-34% -$26.6M 0.11% 243
2023
Q4 		$80M Sell
739,384
-280,632
-28% -$27M 0.17% 162
2023
Q3 		$96.6M Sell
1,020,016
-126,303
-11% -$12.6M 0.23% 117
2023
Q2 		$114M Buy
1,146,319
+12,997
+1% +$1.24M 0.26% 97
2023
Q1 		$108M Buy
1,133,322
+172,248
+18% +$17.2M 0.26% 93
2022
Q4 		$91.2M Buy
961,074
+131,482
+16% +$12.6M 0.24% 108
2022
Q3 		$72.5M Sell
829,592
-70,297
-8% -$6.83M 0.2% 135
2022
Q2 		$83.2M Sell
899,889
-68,499
-7% -$6.81M 0.22% 111
2022
Q1 		$106M Sell
968,388
-334,102
-26% -$36.1M 0.21% 116
2021
Q4 		$147M Buy
1,302,490
+392,134
+43% +$44.7M 0.28% 80
2021
Q3 		$100M Sell
910,356
-407,553
-31% -$44.9M 0.2% 123
2021
Q2 		$149M Sell
1,317,909
-1,476
-0.1% -$165K 0.3% 66
2021
Q1 		$143M Buy
1,319,385
+429,492
+48% +$45M 0.32% 61
2020
Q4 		$81.8M Buy
889,893
+91,825
+12% +$7.54M 0.19% 129
2020
Q3 		$56M Buy
798,068
+188,247
+31% +$13.5M 0.15% 168
2020
Q2 		$37.1M Buy
609,821
+56,028
+10% +$3.54M 0.11% 226
2020
Q1 		$31.1M Sell
553,793
-16,429
-3% -$1.22M 0.11% 217
2019
Q4 		$47.8M Buy
570,222
+221,668
+64% +$17.8M 0.14% 188
2019
Q3 		$27.1M Buy
348,554
+11,097
+3% +$859K 0.08% 257
2019
Q2 		$26.4M Sell
337,457
-63,312
-16% -$4.92M 0.08% 280
2019
Q1 		$30.9M Buy
400,769
+168,552
+73% +$12.9M 0.1% 230
2018
Q4 		$17.1M Buy
232,217
+6,374
+3% +$493K 0.06% 330
2018
Q3 		$19.7M Buy
225,843
+176,171
+355% +$15.4M 0.06% 334
2018
Q2 		$4.15M Sell
49,672
-7,799
-14% -$636K 0.01% 695
2018
Q1 		$4.43M Buy
57,471
+4,287
+8% +$334K 0.02% 673
2017
Q4 		$4.08M Buy
53,184
+4,183
+9% +$315K 0.01% 700
2017
Q3 		$3.64M Buy
49,001
+47,767
+3,871% +$3.35M 0.01% 700
2017
Q2 		$87K Buy
1,234
+869
+238% +$60.2K ﹤0.01% 1901
2017
Q1 		$50K Sell
365
-365
-50% -$25.2K ﹤0.01% 1893
2016
Q4 		$50K Buy
730
+408
+127% +$26.3K ﹤0.01% 1880
2016
Q3 		$20K Hold
322
– – ﹤0.01% 1922
2016
Q2 		$19K Hold
322
– – ﹤0.01% 1939
2016
Q1 		$18K Hold
322
– – ﹤0.01% 1907
2015
Q4 		$18K Hold
322
– – ﹤0.01% 1894
2015
Q3 		$18K Hold
322
– – ﹤0.01% 1753
2015
Q2 		$19K Sell
322
-290
-47% -$17.1K ﹤0.01% 1755
2015
Q1 		$36K Hold
612
– – ﹤0.01% 1709
2014
Q4 		$34K Buy
612
+434
+244% +$23.7K ﹤0.01% 1725
2014
Q3 		$9K Buy
+178
New +$9.69K ﹤0.01% 1803

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Thrivent Financial for Lutherans's IJR Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 45% in Q2 2026, selling an estimated $37.3M and leaving 334,359 shares worth $49.5M. The position accounts for 0.08% of the portfolio, ranked #285.

Thrivent Financial for Lutherans first reported a position in IJR in Q3 2014 and has held it in 48 quarters since. The position peaked at $149M in Q2 2021. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Thrivent Financial for Lutherans held 334,359 shares of iShares Core S&P Small-Cap ETF worth $49.5M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 271,491 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $37.3M.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #285 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and has held it in 48 quarters since.
  • Thrivent Financial for Lutherans's iShares Core S&P Small-Cap ETF position peaked at $149M in Q2 2021.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.