Wilmington Savings Fund Society’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wilmington Savings Fund Society’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	$22.9M	Buy	154,133 +29,905	+24%	+$4.1M	0.51%	46
2026 Q1	$15.4M	Buy	124,228 +23,559	+23%	+$2.99M	0.37%	61
2025 Q4	$12.1M	Buy	100,669 +413	+0.4%	+$49.4K	0.28%	80
2025 Q3	$11.9M	Sell	100,256 -23,800	-19%	-$2.74M	0.29%	78
2025 Q2	$13.6M	Sell	124,056 -18,684	-13%	-$1.93M	0.24%	80
2025 Q1	$14.9M	Buy	142,740 +6,728	+5%	+$759K	0.28%	77
2024 Q4	$15.7M	Buy	136,012 +5,137	+4%	+$614K	0.28%	77
2024 Q3	$15.3M	Buy	130,875 +69,913	+115%	+$7.9M	0.27%	77
2024 Q2	$6.5M	Buy	60,962 +331	+0.5%	+$35.4K	0.25%	94
2024 Q1	$6.7M	Buy	+60,631	New	+$6.44M	0.26%	94
2023 Q3	$6.77M	Sell	71,822 -5,490	-7%	-$548K	0.3%	90
2023 Q2	$7.71M	Sell	77,312 -6,894	-8%	-$656K	0.32%	83
2023 Q1	$8.14M	Sell	84,206 -5,269	-6%	-$527K	0.36%	75
2022 Q4	$8.47M	Buy	89,475 +1,385	+2%	+$133K	0.38%	70
2022 Q3	$7.68M	Sell	88,090 -895	-1%	-$86.9K	0.38%	68
2022 Q2	$8.22M	Sell	88,985 -12,996	-13%	-$1.29M	0.38%	67
2022 Q1	$11M	Sell	101,981 -2,718	-3%	-$293K	0.43%	62
2021 Q4	$12M	Sell	104,699 -513	-0.5%	-$58.5K	0.43%	64
2021 Q3	$11.5M	Sell	105,212 -3,536	-3%	-$389K	0.44%	62
2021 Q2	$12.3M	Sell	108,748 -532	-0.5%	-$59.3K	0.47%	59
2021 Q1	$11.9M	Sell	109,280 -89	-0.1%	-$9.32K	0.47%	60
2020 Q4	$10.1M	Sell	109,369 -2,308	-2%	-$190K	0.42%	68
2020 Q3	$7.84M	Sell	111,677 -10,307	-8%	-$739K	0.36%	75
2020 Q2	$8.33M	Sell	121,984 -33,088	-21%	-$2.09M	0.41%	69
2020 Q1	$8.7M	Sell	155,072 -5,962	-4%	-$444K	0.51%	63
2019 Q4	$13.5M	Sell	161,034 -1,814	-1%	-$146K	0.68%	46
2019 Q3	$12.7M	Sell	162,848 -2,339	-1%	-$181K	0.69%	47
2019 Q2	$12.9M	Sell	165,187 -12,502	-7%	-$971K	0.7%	44
2019 Q1	$13.7M	Sell	177,689 -7,502	-4%	-$576K	0.75%	39
2018 Q4	$12.8M	Buy	185,191 +3,364	+2%	+$260K	0.78%	41
2018 Q3	$15.9M	Sell	181,827 -10,209	-5%	-$894K	0.84%	33
2018 Q2	$16M	Sell	192,036 -15,744	-8%	-$1.28M	0.89%	32
2018 Q1	$16M	Sell	207,780 -45,255	-18%	-$3.52M	0.92%	31
2017 Q4	$19.4M	Sell	253,035 -14,715	-5%	-$1.11M	1.06%	22
2017 Q3	$19.9M	Sell	267,750 -18,764	-7%	-$1.31M	1.14%	19
2017 Q2	$20.1M	Sell	286,514 -652	-0.2%	-$45.1K	1.19%	18
2017 Q1	$19.9M	Buy	287,166 +352	+0.1%	+$24.3K	1.2%	18
2016 Q4	$19.7M	Buy	286,814 +16,524	+6%	+$1.07M	1.24%	18
2016 Q3	$16.8M	Buy	270,290 +6,150	+2%	+$376K	1.06%	25
2016 Q2	$15.3M	Buy	264,140 +4,136	+2%	+$236K	0.98%	30
2016 Q1	$14.6M	Sell	260,004 -42,544	-14%	-$2.22M	0.94%	30
2015 Q4	$16.7M	Buy	302,548 +88,368	+41%	+$4.98M	1.04%	27
2015 Q3	$11.4M	Buy	214,180 +9,314	+5%	+$528K	0.73%	40
2015 Q2	$12.1M	Sell	204,866 -24,322	-11%	-$1.44M	0.7%	44
2015 Q1	$13.5M	Buy	229,188 +42,390	+23%	+$2.43M	0.77%	40
2014 Q4	$10.7M	Buy	186,798 +7,878	+4%	+$430K	0.6%	55
2014 Q3	$9.33M	Buy	178,920 +11,536	+7%	+$628K	0.53%	59
2014 Q2	$9.38M	Sell	167,384 -3,656	-2%	-$198K	0.52%	59
2014 Q1	$9.42M	Buy	171,040 +3,376	+2%	+$183K	0.53%	56
2013 Q4	$9.15M	Buy	167,664 +3,912	+2%	+$204K	0.51%	58
2013 Q3	$8.17M	Buy	163,752 +1,808	+1%	+$87.3K	0.5%	60
2013 Q2	$7.31M	Buy	+161,944	New	+$7.17M	0.47%	61

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wilmington Savings Fund Society's IJR Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $4.1M and bringing the position to 154,133 shares worth $22.9M. The position accounts for 0.51% of the portfolio, ranked #46.

Wilmington Savings Fund Society first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 1,435 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wilmington Savings Fund Society held 154,133 shares of iShares Core S&P Small-Cap ETF worth $22.9M as of Q2 2026.
Wilmington Savings Fund Society bought 29,905 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.1M.
iShares Core S&P Small-Cap ETF made up 0.51% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #46 holding.
Wilmington Savings Fund Society first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
1,435 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.