Vanguard Personalized Indexing Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vanguard Personalized Indexing Management’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	$705K	Sell	4,754 -477	-9%	-$65.5K	0.01%	1190
2026 Q1	$650K	Buy	5,231 +21	+0.4%	+$2.67K	0.01%	1155
2025 Q4	$626K	Buy	5,210 +232	+5%	+$27.7K	0.01%	1137
2025 Q3	$592K	Sell	4,978 -867	-15%	-$99.7K	0.01%	1170
2025 Q2	$639K	Buy	5,845 +582	+11%	+$60.2K	0.01%	1081
2025 Q1	$550K	Buy	5,263 +2,950	+128%	+$333K	0.01%	1065
2024 Q4	$267K	Hold	2,313	–	–	﹤0.01%	1392
2024 Q3	$271K	Sell	2,313 -12	-0.5%	-$1.36K	﹤0.01%	1390
2024 Q2	$248K	Buy	+2,325	New	+$249K	﹤0.01%	1360
2022 Q1	–	Sell	-3,467	Closed	-$397K	–	1219
2021 Q4	$397K	Buy	3,467 +953	+38%	+$109K	0.02%	778
2021 Q3	$275K	Buy	+2,514	New	+$277K	0.02%	797

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

Vanguard Personalized Indexing Management's IJR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q2 2026, selling an estimated $65.5K and leaving 4,754 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #1190.

Vanguard Personalized Indexing Management first reported a position in IJR in Q3 2021 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vanguard Personalized Indexing Management held 4,754 shares of iShares Core S&P Small-Cap ETF worth $705K as of Q2 2026.
Vanguard Personalized Indexing Management sold 477 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65.5K.
iShares Core S&P Small-Cap ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1190 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.