Wells Fargo’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wells Fargo’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	$1.83B	Sell	14,723,605 -235,047	-2%	-$29.9M	0.35%	60
2025 Q4	$1.8B	Sell	14,958,652 -444,092	-3%	-$53.1M	0.33%	65
2025 Q3	$1.83B	Sell	15,402,744 -1,034,103	-6%	-$119M	0.35%	62
2025 Q2	$1.8B	Sell	16,436,847 -694,556	-4%	-$71.8M	0.37%	58
2025 Q1	$1.79B	Sell	17,131,403 -39,176	-0.2%	-$4.42M	0.41%	56
2024 Q4	$1.98B	Buy	17,170,579 +1,028,818	+6%	+$123M	0.45%	46
2024 Q3	$1.89B	Buy	16,141,761 +215,019	+1%	+$24.3M	0.43%	55
2024 Q2	$1.7B	Sell	15,926,742 -701,022	-4%	-$75M	0.41%	59
2024 Q1	$1.84B	Buy	16,627,764 +75,451	+0.5%	+$8.01M	0.44%	54
2023 Q4	$1.79B	Buy	16,552,313 +88,472	+0.5%	+$8.53M	0.47%	50
2023 Q3	$1.55B	Sell	16,463,841 -392,130	-2%	-$39.2M	0.46%	53
2023 Q2	$1.68B	Sell	16,855,971 -1,573,920	-9%	-$150M	0.46%	52
2023 Q1	$1.78B	Sell	18,429,891 -71,948	-0.4%	-$7.19M	0.51%	40
2022 Q4	$1.75B	Sell	18,501,839 -153,077	-0.8%	-$14.7M	0.53%	39
2022 Q3	$1.63B	Sell	18,654,916 -129,610	-0.7%	-$12.6M	0.53%	38
2022 Q2	$1.74B	Sell	18,784,526 -3,261,793	-15%	-$324M	0.54%	35
2022 Q1	$2.38B	Sell	22,046,319 -442,950	-2%	-$47.8M	0.61%	27
2021 Q4	$2.58B	Buy	22,489,269 +93,032	+0.4%	+$10.6M	0.64%	25
2021 Q3	$2.45B	Buy	22,396,237 +642,018	+3%	+$70.7M	0.54%	27
2021 Q2	$2.46B	Buy	21,754,219 +1,559,929	+8%	+$174M	0.54%	26
2021 Q1	$2.19B	Buy	20,194,290 +4,378,283	+28%	+$458M	0.49%	29
2020 Q4	$1.45B	Buy	15,816,007 +603,587	+4%	+$49.6M	0.35%	53
2020 Q3	$1.07B	Sell	15,212,420 -417,271	-3%	-$29.9M	0.3%	75
2020 Q2	$1.07B	Sell	15,629,691 -2,832,209	-15%	-$179M	0.31%	61
2020 Q1	$1.04B	Sell	18,461,900 -1,663,991	-8%	-$124M	0.36%	53
2019 Q4	$1.69B	Sell	20,125,891 -676,687	-3%	-$54.4M	0.45%	38
2019 Q3	$1.62B	Sell	20,802,578 -2,034,275	-9%	-$158M	0.46%	35
2019 Q2	$1.79B	Buy	22,836,853 +162,643	+0.7%	+$12.6M	0.51%	30
2019 Q1	$1.75B	Sell	22,674,210 -1,280,573	-5%	-$98.3M	0.52%	27
2018 Q4	$1.66B	Sell	23,954,783 -1,102,365	-4%	-$85.2M	0.55%	26
2018 Q3	$2.19B	Buy	25,057,148 +989,206	+4%	+$86.7M	0.62%	17
2018 Q2	$2.01B	Buy	24,067,942 +776,320	+3%	+$63.3M	0.6%	19
2018 Q1	$1.79B	Sell	23,291,622 -2,391,272	-9%	-$186M	0.53%	23
2017 Q4	$1.97B	Buy	25,682,894 +167,424	+0.7%	+$12.6M	0.57%	23
2017 Q3	$1.89B	Sell	25,515,470 -960,238	-4%	-$67.3M	0.59%	22
2017 Q2	$1.86B	Sell	26,475,708 -15,502,362	-37%	-$1.07B	0.6%	20
2017 Q1	$2.9B	Buy	41,978,070 +1,294,228	+3%	+$89.2M	0.94%	10
2016 Q4	$2.8B	Buy	40,683,842 +6,050,212	+17%	+$390M	0.99%	8
2016 Q3	$2.15B	Buy	34,633,630 +5,919,562	+21%	+$362M	0.79%	11
2016 Q2	$1.67B	Sell	28,714,068 -5,463,404	-16%	-$311M	0.65%	17
2016 Q1	$1.92B	Sell	34,177,472 -995,892	-3%	-$52M	0.77%	9
2015 Q4	$1.94B	Buy	35,173,364 +547,826	+2%	+$30.9M	0.76%	8
2015 Q3	$1.85B	Buy	34,625,538 +799,512	+2%	+$45.4M	0.77%	9
2015 Q2	$1.99B	Buy	33,826,026 +424,430	+1%	+$25.1M	0.77%	8
2015 Q1	$1.97B	Buy	33,401,596 +388,942	+1%	+$22.3M	0.77%	8
2014 Q4	$1.88B	Buy	33,012,654 +1,107,806	+3%	+$60.5M	0.74%	9
2014 Q3	$1.66B	Buy	31,904,848 +298,916	+0.9%	+$16.3M	0.7%	11
2014 Q2	$1.77B	Sell	31,605,932 -22,790	-0.1%	-$1.23M	0.73%	9
2014 Q1	$1.74B	Sell	31,628,722 -737,140	-2%	-$39.9M	0.74%	8
2013 Q4	$1.77B	Buy	32,365,862 +414,636	+1%	+$21.7M	0.77%	7
2013 Q3	$1.59B	Buy	31,951,226 +757,384	+2%	+$36.6M	0.76%	7
2013 Q2	$1.41B	Buy	+31,193,842	New	+$1.38B	0.73%	12

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's IJR Position: Q1 2026 in Review

Wells Fargo reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q1 2026, selling an estimated $29.9M and leaving 14,723,605 shares worth $1.83B. The position accounts for 0.35% of the portfolio, ranked #60.

Wells Fargo first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.9B in Q1 2017. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Wells Fargo held 14,723,605 shares of iShares Core S&P Small-Cap ETF worth $1.83B as of Q1 2026.
Wells Fargo sold 235,047 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $29.9M.
iShares Core S&P Small-Cap ETF made up 0.35% of Wells Fargo's portfolio in Q1 2026, its #60 holding.
Wells Fargo first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's iShares Core S&P Small-Cap ETF position peaked at $2.9B in Q1 2017.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.