MIM
IJR icon

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

Macroview Investment 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 		$6.05M Buy
40,760
+1,345
+3% +$185K 3.73% 6
2026
Q1 		$4.9M Sell
39,415
-11
-0% -$1.4K 3.4% 8
2025
Q4 		$4.74M Buy
39,426
+20,700
+111% +$2.48M 3.24% 9
2025
Q3 		$2.23M Buy
18,726
+177
+1% +$20.4K 1.66% 20
2025
Q2 		$2.03M Buy
18,549
+617
+3% +$63.8K 1.65% 22
2025
Q1 		$1.88M Buy
17,932
+599
+3% +$67.6K 1.75% 20
2024
Q4 		$2M Buy
17,333
+672
+4% +$80.3K 2.01% 20
2024
Q3 		$1.95M Buy
16,661
+194
+1% +$21.9K 1.9% 18
2024
Q2 		$1.76M Buy
16,467
+71
+0.4% +$7.6K 1.86% 17
2024
Q1 		$1.81M Buy
16,396
+518
+3% +$55K 1.99% 16
2023
Q4 		$1.72M Buy
15,878
+115
+0.7% +$11.1K 2.03% 13
2023
Q3 		$1.49M Buy
15,763
+11,153
+242% +$1.11M 1.98% 16
2023
Q2 		$459K Buy
4,610
+55
+1% +$5.24K 0.71% 36
2023
Q1 		$440K Buy
4,555
+16
+0.4% +$1.6K 0.71% 36
2022
Q4 		$430K Buy
4,539
+244
+6% +$23.4K 0.74% 31
2022
Q3 		$374K Sell
4,295
-600
-12% -$58.3K 0.68% 35
2022
Q2 		$452K Buy
4,895
+385
+9% +$38.3K 0.74% 35
2022
Q1 		$486K Buy
4,510
+258
+6% +$27.8K 0.69% 33
2021
Q4 		$487K Buy
4,252
+59
+1% +$6.72K 0.62% 33
2021
Q3 		$458K Buy
4,193
+343
+9% +$37.8K 0.59% 32
2021
Q2 		$435K Buy
3,850
+123
+3% +$13.7K 0.58% 30
2021
Q1 		$404K Buy
3,727
+477
+15% +$49.9K 0.58% 28
2020
Q4 		$299K Buy
3,250
+366
+13% +$30.1K 0.44% 36
2020
Q3 		$203K Buy
2,884
+335
+13% +$24K 0.35% 36
2020
Q2 		$174K Buy
2,549
+467
+22% +$29.5K 0.37% 35
2020
Q1 		$117K Buy
2,082
+441
+27% +$32.8K 0.25% 42
2019
Q4 		$138K Sell
1,641
-3,152
-66% -$254K 0.29% 42
2019
Q3 		$373K Sell
4,793
-115
-2% -$8.9K 0.81% 24
2019
Q2 		$384K Sell
4,908
-3,068
-38% -$238K 1% 23
2019
Q1 		$615K Sell
7,976
-1,907
-19% -$146K 1.53% 18
2018
Q4 		$685K Buy
9,883
+9,071
+1,117% +$701K 2.18% 12
2018
Q3 		$71K Buy
812
+723
+812% +$63.3K 0.22% 59
2018
Q2 		$7K Hold
89
– – 0.02% 137
2018
Q1 		$7K Hold
89
– – 0.03% 125
2017
Q4 		$7K Buy
89
+35
+65% +$2.64K 0.03% 87
2017
Q3 		$4K Hold
54
– – 0.02% 108
2017
Q2 		$4K Hold
54
– – 0.02% 150
2017
Q1 		$4K Hold
54
– – 0.02% 83
2016
Q4 		$4K Hold
54
– – 0.02% 81
2016
Q3 		$3K Buy
+54
New +$3.3K 0.01% 82
2014
Q4 		– Sell
-50
Closed -$3K – 233
2014
Q3 		$3K Hold
50
– – ﹤0.01% 122
2014
Q2 		$3K Hold
50
– – ﹤0.01% 127
2014
Q1 		$3K Hold
50
– – ﹤0.01% 202
2013
Q4 		$3K Hold
50
– – 0.01% 161
2013
Q3 		$2K Buy
+50
New +$2.42K ﹤0.01% 178

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
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

Macroview Investment Management's IJR Position: Q2 2026 in Review

Macroview Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, buying an estimated $185K and bringing the position to 40,760 shares worth $6.05M. The position accounts for 3.73% of the portfolio, ranked #6.

Macroview Investment Management first reported a position in IJR in Q3 2013 and has held it in 45 quarters since. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Macroview Investment Management held 40,760 shares of iShares Core S&P Small-Cap ETF worth $6.05M as of Q2 2026.
  • Macroview Investment Management bought 1,345 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $185K.
  • iShares Core S&P Small-Cap ETF made up 3.73% of Macroview Investment Management's portfolio in Q2 2026, its #6 holding.
  • Macroview Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 45 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.