M1 Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

M1 Capital Management’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	$446K	Buy	3,008 +1	+0%	+$137	0.16%	73
2026 Q1	$374K	Hold	3,007	–	–	0.17%	77
2025 Q4	$361K	Sell	3,007 -486	-14%	-$58.1K	0.15%	81
2025 Q3	$415K	Sell	3,493 -119	-3%	-$13.7K	0.18%	70
2025 Q2	$395K	Hold	3,612	–	–	0.2%	68
2025 Q1	$378K	Sell	3,612 -454	-11%	-$51.2K	0.24%	59
2024 Q4	$468K	Buy	+4,066	New	+$486K	0.25%	48

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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

M1 Capital Management's IJR Position: Q2 2026 in Review

M1 Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.03% in Q2 2026, buying an estimated $137 and bringing the position to 3,008 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #73.

M1 Capital Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q4 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

M1 Capital Management held 3,008 shares of iShares Core S&P Small-Cap ETF worth $446K as of Q2 2026.
M1 Capital Management bought 1 iShares Core S&P Small-Cap ETF share in Q2 2026, an estimated $137.
iShares Core S&P Small-Cap ETF made up 0.16% of M1 Capital Management's portfolio in Q2 2026, its #73 holding.
M1 Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
M1 Capital Management's iShares Core S&P Small-Cap ETF position peaked at $468K in Q4 2024.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.