William Blair & Company
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William Blair & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

William Blair & Company’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 		$50.1M Buy
402,792
+58,648
+17% +$7.45M 0.14% 143
2025
Q4 		$41.4M Buy
344,144
+65,643
+24% +$7.85M 0.11% 155
2025
Q3 		$33.1M Sell
278,501
-6,610
-2% -$760K 0.09% 171
2025
Q2 		$31.2M Sell
285,111
-36,912
-11% -$3.82M 0.09% 177
2025
Q1 		$33.7M Sell
322,023
-2,246
-0.7% -$253K 0.1% 169
2024
Q4 		$37.4M Buy
324,269
+22,629
+8% +$2.7M 0.11% 168
2024
Q3 		$35.3M Buy
301,640
+28,347
+10% +$3.2M 0.1% 161
2024
Q2 		$29.1M Buy
273,293
+46,747
+21% +$5M 0.09% 165
2024
Q1 		$25M Buy
226,546
+23,925
+12% +$2.54M 0.08% 184
2023
Q4 		$21.9M Buy
202,621
+24,791
+14% +$2.39M 0.07% 195
2023
Q3 		$16.8M Sell
177,830
-4,200
-2% -$420K 0.06% 219
2023
Q2 		$18.1M Sell
182,030
-6,232
-3% -$593K 0.07% 216
2023
Q1 		$18.2M Buy
188,262
+1,576
+0.8% +$158K 0.07% 216
2022
Q4 		$17.7M Buy
186,686
+17,746
+11% +$1.7M 0.08% 210
2022
Q3 		$14.7M Buy
168,940
+40,567
+32% +$3.94M 0.07% 220
2022
Q2 		$11.9M Sell
128,373
-4,777
-4% -$475K 0.05% 270
2022
Q1 		$14.4M Buy
133,150
+31,114
+30% +$3.36M 0.05% 273
2021
Q4 		$11.7M Buy
102,036
+9,066
+10% +$1.03M 0.04% 320
2021
Q3 		$10.2M Sell
92,970
-3,684
-4% -$406K 0.03% 328
2021
Q2 		$10.9M Buy
96,654
+11,032
+13% +$1.23M 0.04% 310
2021
Q1 		$9.29M Sell
85,622
-6,821
-7% -$714K 0.04% 329
2020
Q4 		$8.49M Buy
92,443
+19,388
+27% +$1.59M 0.03% 335
2020
Q3 		$5.13M Buy
73,055
+4,881
+7% +$350K 0.02% 394
2020
Q2 		$4.66M Sell
68,174
-3,781
-5% -$239K 0.02% 392
2020
Q1 		$4.04M Sell
71,955
-4,069
-5% -$303K 0.03% 379
2019
Q4 		$6.38M Buy
76,024
+4,057
+6% +$326K 0.03% 345
2019
Q3 		$5.6M Sell
71,967
-2,687
-4% -$208K 0.03% 354
2019
Q2 		$5.84M Buy
74,654
+4,337
+6% +$337K 0.03% 346
2019
Q1 		$5.42M Buy
70,317
+13,533
+24% +$1.04M 0.03% 349
2018
Q4 		$3.94M Buy
56,784
+5,010
+10% +$387K 0.03% 378
2018
Q3 		$4.52M Buy
51,774
+8,706
+20% +$763K 0.03% 389
2018
Q2 		$3.59M Buy
43,068
+10,858
+34% +$885K 0.02% 427
2018
Q1 		$2.48M Buy
32,210
+5,600
+21% +$436K 0.02% 506
2017
Q4 		$2.04M Buy
26,610
+4,956
+23% +$374K 0.01% 568
2017
Q3 		$1.61M Sell
21,654
-533
-2% -$37.4K 0.01% 602
2017
Q2 		$1.56M Buy
22,187
+753
+4% +$52.1K 0.01% 628
2017
Q1 		$1.49M Buy
21,434
+2,184
+11% +$151K 0.01% 608
2016
Q4 		$1.32M Buy
19,250
+1,000
+5% +$64.5K 0.01% 587
2016
Q3 		$1.13M Sell
18,250
-1,296
-7% -$79.2K 0.01% 619
2016
Q2 		$1.14M Buy
19,546
+2
+0% +$114 0.01% 602
2016
Q1 		$1.1M Sell
19,544
-2,660
-12% -$139K 0.01% 601
2015
Q4 		$1.22M Buy
22,204
+6,804
+44% +$383K 0.01% 581
2015
Q3 		$820K Buy
15,400
+2,250
+17% +$128K 0.01% 810
2015
Q2 		$775K Hold
13,150
– – ﹤0.01% 1638
2015
Q1 		$775K Buy
13,150
+350
+3% +$20.1K ﹤0.01% 1613
2014
Q4 		$729K Buy
12,800
+2,690
+27% +$147K ﹤0.01% 1589
2014
Q3 		$527K Buy
10,110
+3,050
+43% +$166K ﹤0.01% 1676
2014
Q2 		$395K Sell
7,060
-1,000
-12% -$54.1K ﹤0.01% 1732
2014
Q1 		$443K Sell
8,060
-1,576
-16% -$85.2K ﹤0.01% 1652
2013
Q4 		$526K Buy
9,636
+2,156
+29% +$113K ﹤0.01% 1578
2013
Q3 		$372K Sell
7,480
-200
-3% -$9.66K ﹤0.01% 1646
2013
Q2 		$347K Buy
+7,680
New +$340K ﹤0.01% 1622

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair & Company's IJR Position: Q1 2026 in Review

William Blair & Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, buying an estimated $7.45M and bringing the position to 402,792 shares worth $50.1M. The position accounts for 0.14% of the portfolio, ranked #143.

William Blair & Company first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • William Blair & Company held 402,792 shares of iShares Core S&P Small-Cap ETF worth $50.1M as of Q1 2026.
  • William Blair & Company bought 58,648 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.45M.
  • iShares Core S&P Small-Cap ETF made up 0.14% of William Blair & Company's portfolio in Q1 2026, its #143 holding.
  • William Blair & Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.