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
2023 Q3	–	Sell	-25,500	Closed	-$2.54M	–	7625
2023 Q2	$2.54M	Buy	+25,500	New	+$2.43M	﹤0.01%	2709
2021 Q1	–	Sell	-2,000	Closed	-$1K	–	7097
2020 Q4	$1K	Buy	+2,000	New	+$164K	﹤0.01%	6348
2018 Q4	–	Sell	-5,300	Closed	-$1K	–	6497
2018 Q3	$1K	Buy	+5,300	New	+$464K	﹤0.01%	6301
2018 Q2	–	Sell	-79	Closed	-$2K	–	6429
2018 Q1	$2K	Hold	79	–	–	﹤0.01%	6198
2017 Q4	$5K	Buy	+79	New	+$5.96K	﹤0.01%	6048

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo's IJR Position: Q2 2026 in Review

Wells Fargo reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $32.4M and leaving 14,487,402 shares worth $2.15B. The position accounts for 0.35% of the portfolio, ranked #59.

Wells Fargo first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9B in Q1 2017. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wells Fargo held 14,487,402 shares of iShares Core S&P Small-Cap ETF worth $2.15B as of Q2 2026.
Wells Fargo sold 236,203 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.4M.
iShares Core S&P Small-Cap ETF made up 0.35% of Wells Fargo's portfolio in Q2 2026, its #59 holding.
Wells Fargo first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's iShares Core S&P Small-Cap ETF position peaked at $2.9B in Q1 2017.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.