ValuationViz

IJR fund manager activity

ISHARES S&P SMALL-CAP ETF. Reported by 7 tracked fund managers in their 13F filings, Q3 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed69,038$9,391,9410.77%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Arnold Van Den Berg - Century ManagementSold out——0.00%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementAdded14,403$2,136,1890.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementAdded130,430$19,344,0730.05%Aug 14, 2026
Mairs & Power FundsNo change2,410$357,4270.00%Aug 14, 2026
David Katz - Matrix Asset AdvisorsAdded69,439$10,298,5540.84%Jul 15, 2026
Bill Nygren - Oakmark FundsNew177$26,2510.00%Aug 14, 2026

Older quarters