UBS AM
IJR icon

UBS AM’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

UBS AM’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 		$23.8M Buy
191,168
+93,980
+97% +$11.9M ﹤0.01% 824
2025
Q4 		$11.7M Buy
+97,188
New +$11.6M ﹤0.01% 1058
2025
Q3 		– Sell
-150,000
Closed -$16.4M – 2431
2025
Q2 		$16.4M Sell
150,000
-1,762,735
-92% -$182M ﹤0.01% 1130
2025
Q1 		$200M Buy
1,912,735
+1,762,735
+1,175% +$199M 0.05% 361
2024
Q4 		$17.3M Hold
150,000
– – ﹤0.01% 1022
2024
Q3 		$17.5M Hold
150,000
– – ﹤0.01% 995
2024
Q2 		$16M Buy
+150,000
New +$16M ﹤0.01% 950
2023
Q3 		– Sell
-62,996
Closed -$6.09M – 2640
2023
Q2 		$6.09M Hold
62,996
– – ﹤0.01% 1143
2023
Q1 		$6.09M Buy
+62,996
New +$6.3M ﹤0.01% 1143
2022
Q4 		– Sell
-3,551,888
Closed -$310M – 2632
2022
Q3 		$310M Buy
+3,551,888
New +$345M 0.17% 123
2019
Q4 		– Sell
-445,237
Closed -$34.7M – 2673
2019
Q3 		$34.7M Sell
445,237
-13,132
-3% -$1.02M 0.02% 620
2019
Q2 		$35.9M Sell
458,369
-393,792
-46% -$30.6M 0.03% 619
2019
Q1 		$65.7M Buy
852,161
+24,967
+3% +$1.92M 0.05% 396
2018
Q4 		$57.3M Buy
827,194
+272,493
+49% +$21.1M 0.05% 402
2018
Q3 		$48.4M Buy
554,701
+137,326
+33% +$12M 0.04% 506
2018
Q2 		$34.8M Buy
417,375
+9,202
+2% +$750K 0.03% 624
2018
Q1 		$31.4M Buy
408,173
+39,025
+11% +$3.04M 0.02% 647
2017
Q4 		$28.4M Buy
369,148
+3,966
+1% +$299K 0.02% 647
2017
Q3 		$27.1M Buy
365,182
+66,315
+22% +$4.65M 0.02% 661
2017
Q2 		$21M Buy
298,867
+29,560
+11% +$2.05M 0.02% 725
2017
Q1 		$18.6M Buy
269,307
+269,279
+961,711% +$18.6M 0.02% 739
2016
Q4 		$2K Buy
+28
New +$1.81K ﹤0.01% 2444
2015
Q3 		– Sell
-3,460
Closed -$204K – 2686
2015
Q2 		$204K Sell
3,460
-28
-0.8% -$1.66K ﹤0.01% 2580
2015
Q1 		$206K Buy
+3,488
New +$200K ﹤0.01% 2470

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS AM's IJR Position: Q1 2026 in Review

UBS AM increased its iShares Core S&P Small-Cap ETF (IJR) stake by 97% in Q1 2026, buying an estimated $11.9M and bringing the position to 191,168 shares worth $23.8M. The position accounts for ﹤0.01% of the portfolio, ranked #824.

UBS AM first reported a position in IJR in Q1 2015 and has held it in 24 quarters since. The position peaked at $310M in Q3 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • UBS AM held 191,168 shares of iShares Core S&P Small-Cap ETF worth $23.8M as of Q1 2026.
  • UBS AM bought 93,980 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $11.9M.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #824 holding.
  • UBS AM first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 24 quarters since.
  • UBS AM's iShares Core S&P Small-Cap ETF position peaked at $310M in Q3 2022.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.