University of Texas/Texas AM Investment Management Co (UTIMCO)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	–	Sell	-408	Closed	-$49K	–	338
2025 Q4	$49K	Buy	+408	New	+$48.8K	0.01%	193

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

University of Texas/Texas AM Investment Management Co (UTIMCO)'s IJR Position: Q1 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 408 shares — an estimated $49K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in IJR in Q4 2025 and held it in 1 quarter. The position peaked at $49K in Q4 2025. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 408 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $49K.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s iShares Core S&P Small-Cap ETF position peaked at $49K in Q4 2025.
2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2026, filed 7 May 2026.