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
2025 Q2	–	Sell	-500	Closed	-$52.3K	–	10527
2025 Q1	$52.3K	Buy	+500	New	+$56.4K	﹤0.01%	7554
2023 Q2	–	Sell	-1,900	Closed	-$184K	–	9227
2023 Q1	$184K	Hold	1,900	–	–	﹤0.01%	5449
2022 Q4	$180K	Buy	+1,900	New	+$182K	﹤0.01%	5543
2018 Q1	–	Sell	-1,200	Closed	-$92K	–	7982
2017 Q4	$92K	Buy	1,200 +1,000	+500%	+$75.4K	﹤0.01%	5414
2017 Q3	$15K	Buy	+200	New	+$14K	﹤0.01%	6650
2016 Q1	–	Sell	-400	Closed	-$22K	–	7868
2015 Q4	$22K	Hold	400	–	–	﹤0.01%	6655
2015 Q3	$21K	Hold	400	–	–	﹤0.01%	6639
2015 Q2	$24K	Hold	400	–	–	﹤0.01%	6707
2015 Q1	$24K	Hold	400	–	–	﹤0.01%	6791
2014 Q4	$23K	Buy	+400	New	+$21.8K	﹤0.01%	7439

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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. 2,848 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.
2,848 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.