UBS Group
IJR icon

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

UBS Group’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 		$1.52B Buy
10,230,929
+76,337
+0.8% +$10.5M 0.19% 98
2026
Q1 		$1.26B Buy
10,154,592
+577,324
+6% +$73.3M 0.19% 97
2025
Q4 		$1.15B Sell
9,577,268
-804,026
-8% -$96.2M 0.19% 93
2025
Q3 		$1.23B Buy
10,381,294
+374,619
+4% +$43.1M 0.19% 83
2025
Q2 		$1.09B Sell
10,006,675
-600,746
-6% -$62.1M 0.19% 88
2025
Q1 		$1.11B Sell
10,607,421
-1,291,117
-11% -$146M 0.2% 80
2024
Q4 		$1.37B Buy
11,898,538
+564,830
+5% +$67.5M 0.25% 56
2024
Q3 		$1.33B Buy
11,333,708
+156,895
+1% +$17.7M 0.29% 56
2024
Q2 		$1.19B Buy
11,176,813
+76,259
+0.7% +$8.16M 0.29% 55
2024
Q1 		$1.23B Buy
11,100,554
+970,470
+10% +$103M 0.31% 50
2023
Q4 		$1.1B Buy
10,130,084
+352,841
+4% +$34M 0.33% 54
2023
Q3 		$922M Buy
9,777,243
+96,819
+1% +$9.67M 0.32% 53
2023
Q2 		$965M Buy
9,680,424
+130,479
+1% +$12.4M 0.33% 57
2023
Q1 		$923M Sell
9,549,945
-153,607
-2% -$15.4M 0.34% 55
2022
Q4 		$918M Buy
9,703,552
+310,303
+3% +$29.8M 0.34% 54
2022
Q3 		$819M Sell
9,393,249
-118,844
-1% -$11.5M 0.36% 49
2022
Q2 		$879M Sell
9,512,093
-301,759
-3% -$30M 0.36% 49
2022
Q1 		$1.06B Buy
9,813,852
+44,225
+0.5% +$4.77M 0.35% 53
2021
Q4 		$1.12B Buy
9,769,627
+409,954
+4% +$46.7M 0.32% 56
2021
Q3 		$1.02B Sell
9,359,673
-154,311
-2% -$17M 0.32% 57
2021
Q2 		$1.07B Buy
9,513,984
+31,104
+0.3% +$3.47M 0.35% 52
2021
Q1 		$1.03B Buy
9,482,880
+252,178
+3% +$26.4M 0.34% 52
2020
Q4 		$848M Sell
9,230,702
-7,158,818
-44% -$588M 0.29% 69
2020
Q3 		$1.15B Buy
16,389,520
+37,785
+0.2% +$2.71M 0.43% 45
2020
Q2 		$1.12B Sell
16,351,735
-210,424
-1% -$13.3M 0.47% 39
2020
Q1 		$929M Sell
16,562,159
-1,812,959
-10% -$135M 0.44% 47
2019
Q4 		$1.54B Sell
18,375,118
-1,693
-0% -$136K 0.54% 28
2019
Q3 		$1.43B Buy
18,376,811
+312,066
+2% +$24.2M 0.55% 28
2019
Q2 		$1.41B Buy
18,064,745
+1,329,336
+8% +$103M 0.54% 34
2019
Q1 		$1.29B Sell
16,735,409
-446,146
-3% -$34.3M 0.53% 34
2018
Q4 		$1.19B Buy
17,181,555
+166,677
+1% +$12.9M 0.54% 27
2018
Q3 		$1.48B Buy
17,014,878
+230,608
+1% +$20.2M 0.59% 22
2018
Q2 		$1.4B Buy
16,784,270
+832,731
+5% +$67.9M 0.61% 21
2018
Q1 		$1.23B Buy
15,951,539
+646,932
+4% +$50.4M 0.53% 22
2017
Q4 		$1.18B Buy
15,304,607
+410,372
+3% +$30.9M 0.48% 24
2017
Q3 		$1.11B Buy
14,894,235
+1,540,235
+12% +$108M 0.51% 23
2017
Q2 		$936M Buy
13,354,000
+394,330
+3% +$27.3M 0.48% 24
2017
Q1 		$896M Buy
12,959,670
+1,227,496
+10% +$84.6M 0.49% 27
2016
Q4 		$807M Buy
11,732,174
+1,171,120
+11% +$75.5M 0.45% 31
2016
Q3 		$656M Buy
10,561,054
+765,370
+8% +$46.7M 0.39% 41
2016
Q2 		$569M Sell
9,795,684
-228,538
-2% -$13M 0.36% 43
2016
Q1 		$564M Buy
10,024,222
+961,890
+11% +$50.2M 0.38% 41
2015
Q4 		$499M Buy
9,062,332
+1,957,408
+28% +$110M 0.32% 57
2015
Q3 		$379M Buy
7,104,924
+1,037,158
+17% +$58.8M 0.27% 68
2015
Q2 		$358M Buy
6,067,766
+1,347,716
+29% +$79.7M 0.24% 85
2015
Q1 		$279M Sell
4,720,050
-823,826
-15% -$47.2M 0.19% 123
2014
Q4 		$316M Buy
+5,543,876
New +$303M 0.22% 95

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

UBS Group's IJR Position: Q2 2026 in Review

UBS Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.75% in Q2 2026, buying an estimated $10.5M and bringing the position to 10,230,929 shares worth $1.52B. The position accounts for 0.19% of the portfolio, ranked #98.

UBS Group first reported a position in IJR in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.54B in Q4 2019. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • UBS Group held 10,230,929 shares of iShares Core S&P Small-Cap ETF worth $1.52B as of Q2 2026.
  • UBS Group bought 76,337 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.5M.
  • iShares Core S&P Small-Cap ETF made up 0.19% of UBS Group's portfolio in Q2 2026, its #98 holding.
  • UBS Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Core S&P Small-Cap ETF position peaked at $1.54B in Q4 2019.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.