Private Capital's IJR Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 4,946 shares of iShares Core S&P Small Cap ETF (IJR) worth $594,429, representing 0.05% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in IJR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1,818 shares. Largest reduction occurred in Q4 2024, reducing 375 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's iShares Core S&P Small Cap ETF (IJR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Small Cap ETF (IJR) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -100 | Reduce 1.98% | 4,946 | $120.18 |
| Q3 2025 | +1,206 | Add 31.41% | 5,046 | $118.83 |
| Q2 2025 | +201 | Add 5.52% | 3,840 | $109.30 |
| Q1 2025 | +1,818 | Add 99.84% | 3,639 | $104.56 |
| Q4 2024 | -375 | Reduce 17.08% | 1,821 | $115.20 |
| Q2 2024 | +2 | Add 0.09% | 2,196 | $106.65 |
| Q1 2024 | -50 | Reduce 2.23% | 2,194 | $110.51 |
| Q4 2023 | +2,244 | New Buy | 2,244 | $108.25 |
Private Capital's iShares Core S&P Small Cap ETF Investment FAQs
Private Capital first purchased iShares Core S&P Small Cap ETF (IJR) in Q4 2023, acquiring 2,244 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held iShares Core S&P Small Cap ETF (IJR) for 9 quarters since Q4 2023.
Private Capital's largest addition to iShares Core S&P Small Cap ETF (IJR) was in Q4 2023, adding 2,244 shares worth $242,903.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 4,946 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $594,429.
As of the Q4 2025 filing, iShares Core S&P Small Cap ETF (IJR) represents approximately 0.05% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in iShares Core S&P Small Cap ETF (IJR) was 5,046 shares, as reported at the end of Q3 2025.