Vident Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vident Advisory’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	$1.6M	Buy	10,755 +6,711	+166%	+$921K	0.01%	770
2026 Q1	$503K	Buy	4,044 +185	+5%	+$23.5K	﹤0.01%	1255
2025 Q4	$464K	Buy	3,859 +717	+23%	+$85.7K	﹤0.01%	1207
2025 Q3	$373K	Buy	3,142 +1	+0%	+$115	﹤0.01%	1310
2025 Q2	$343K	Sell	3,141 -3	-0.1%	-$310	﹤0.01%	1243
2025 Q1	$329K	Sell	3,144 -6,564	-68%	-$741K	﹤0.01%	1238
2024 Q4	$1.12M	Buy	9,708 +6,573	+210%	+$785K	0.02%	601
2024 Q3	$367K	Buy	3,135 +37	+1%	+$4.18K	0.01%	1067
2024 Q2	$330K	Buy	+3,098	New	+$331K	0.01%	1089

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 22.9% 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

Vident Advisory's IJR Position: Q2 2026 in Review

Vident Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 166% in Q2 2026, buying an estimated $921K and bringing the position to 10,755 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #770.

Vident Advisory first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vident Advisory held 10,755 shares of iShares Core S&P Small-Cap ETF worth $1.6M as of Q2 2026.
Vident Advisory bought 6,711 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $921K.
iShares Core S&P Small-Cap ETF made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #770 holding.
Vident Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.