VRM
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Vectors Research Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vectors Research 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 		$11.4M Buy
77,181
+11,861
+18% +$1.63M 2.99% 6
2026
Q1 		$8.12M Sell
65,320
-551
-0.8% -$70K 2.37% 9
2025
Q4 		$7.92M Sell
65,871
-419
-0.6% -$50.1K 2.42% 9
2025
Q3 		$7.88M Sell
66,290
-3,021
-4% -$347K 2.48% 10
2025
Q2 		$7.57M Sell
69,311
-645
-0.9% -$66.7K 2.6% 8
2025
Q1 		$7.32M Buy
69,956
+10,570
+18% +$1.19M 2.56% 7
2024
Q4 		$6.84M Buy
59,386
+4,181
+8% +$500K 2.33% 8
2024
Q3 		$6.46M Buy
55,205
+10,313
+23% +$1.17M 1.95% 10
2024
Q2 		$4.79M Buy
44,892
+2,791
+7% +$299K 1.47% 17
2024
Q1 		$4.65M Sell
42,101
-36,768
-47% -$3.9M 1.31% 19
2023
Q4 		$5M Buy
+78,869
New +$7.6M 1.41% 15
2022
Q3 		– Sell
-1,060
Closed -$98K – 293
2022
Q2 		$98K Buy
1,060
+34
+3% +$3.38K 0.02% 176
2022
Q1 		$111K Hold
1,026
– – 0.02% 175
2021
Q4 		$117K Hold
1,026
– – 0.02% 193
2021
Q3 		$112K Buy
1,026
+109
+12% +$12K 0.03% 188
2021
Q2 		$104K Hold
917
– – 0.03% 189
2021
Q1 		$100K Hold
917
– – 0.03% 184
2020
Q4 		$84K Sell
917
-53
-5% -$4.35K 0.03% 172
2020
Q3 		$68K Hold
970
– – 0.02% 160
2020
Q2 		$66K Sell
970
-184
-16% -$11.6K 0.03% 165
2020
Q1 		$65K Hold
1,154
– – 0.03% 150
2019
Q4 		$97K Buy
1,154
+157
+16% +$12.6K 0.04% 144
2019
Q3 		$78K Buy
997
+17
+2% +$1.32K 0.04% 144
2019
Q2 		$77K Hold
980
– – 0.04% 141
2019
Q1 		$76K Hold
980
– – 0.04% 143
2018
Q4 		$68K Buy
+980
New +$75.7K 0.03% 166

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

Vectors Research Management's IJR Position: Q2 2026 in Review

Vectors Research Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, buying an estimated $1.63M and bringing the position to 77,181 shares worth $11.4M. The position accounts for 2.99% of the portfolio, ranked #6.

Vectors Research Management first reported a position in IJR in Q4 2018 and has held it in 26 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Vectors Research Management held 77,181 shares of iShares Core S&P Small-Cap ETF worth $11.4M as of Q2 2026.
  • Vectors Research Management bought 11,861 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.63M.
  • iShares Core S&P Small-Cap ETF made up 2.99% of Vectors Research Management's portfolio in Q2 2026, its #6 holding.
  • Vectors Research Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.