Mach-1 Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mach-1 Financial Group’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
2025 Q4	–	Sell	-104,103	Closed	-$12.4M	–	380
2025 Q3	$12.4M	Buy	+104,103	New	+$12M	1.97%	10
2023 Q2	–	Sell	-208	Closed	-$20.1K	–	265
2023 Q1	$20.1K	Buy	+208	New	+$20.8K	0.13%	92
2022 Q4	–	Sell	-208	Closed	-$18K	–	293
2022 Q3	$18K	Hold	208	–	–	0.02%	170
2022 Q2	$19K	Buy	+208	New	+$20.7K	0.01%	181

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

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 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Mach-1 Financial Group's IJR Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 104,103 shares — an estimated $12.4M sold.

Mach-1 Financial Group first reported a position in IJR in Q2 2022 and held it in 4 quarters. The position peaked at $12.4M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 104,103 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $12.4M.
Mach-1 Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's iShares Core S&P Small-Cap ETF position peaked at $12.4M in Q3 2025.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.