Madden Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.99M | Buy |
32,088
+221
| +0.7% | +$28.1K | 1.57% | 20 |
|
|
2025
Q4 | $3.83M | Buy |
31,867
+269
| +0.9% | +$32.2K | 1.54% | 20 |
|
|
2025
Q3 | $3.75M | Buy |
31,598
+1,492
| +5% | +$172K | 1.45% | 22 |
|
|
2025
Q2 | $3.29M | Buy |
30,106
+359
| +1% | +$37.1K | 1.4% | 21 |
|
|
2025
Q1 | $3.11M | Buy |
29,747
+324
| +1% | +$36.6K | 1.45% | 21 |
|
|
2024
Q4 | $3.39M | Buy |
29,423
+452
| +2% | +$54K | 1.57% | 19 |
|
|
2024
Q3 | $3.39M | Buy |
28,971
+165
| +0.6% | +$18.6K | 1.55% | 20 |
|
|
2024
Q2 | $3.07M | Buy |
28,806
+326
| +1% | +$34.9K | 1.56% | 21 |
|
|
2024
Q1 | $3.15M | Buy |
28,480
+32
| +0.1% | +$3.4K | 1.66% | 20 |
|
|
2023
Q4 | $3.08M | Sell |
28,448
-1,314
| -4% | -$127K | 1.74% | 20 |
|
|
2023
Q3 | $2.81M | Buy |
29,762
+1,114
| +4% | +$111K | 1.78% | 20 |
|
|
2023
Q2 | $2.85M | Buy |
28,648
+969
| +4% | +$92.3K | 1.85% | 15 |
|
|
2023
Q1 | $2.68M | Buy |
27,679
+92
| +0.3% | +$9.2K | 1.88% | 15 |
|
|
2022
Q4 | $2.61M | Buy |
27,587
+372
| +1% | +$35.7K | 1.95% | 16 |
|
|
2022
Q3 | $2.37M | Buy |
27,215
+93
| +0.3% | +$9.03K | 1.9% | 16 |
|
|
2022
Q2 | $2.51M | Buy |
27,122
+656
| +2% | +$65.2K | 1.9% | 17 |
|
|
2022
Q1 | $2.85M | Buy |
26,466
+566
| +2% | +$61.1K | 1.94% | 15 |
|
|
2021
Q4 | $2.97M | Sell |
25,900
-188
| -0.7% | -$21.4K | 1.95% | 14 |
|
|
2021
Q3 | $2.85M | Buy |
26,088
+999
| +4% | +$110K | 2.04% | 13 |
|
|
2021
Q2 | $2.83M | Buy |
25,089
+263
| +1% | +$29.3K | 2.1% | 12 |
|
|
2021
Q1 | $2.69M | Sell |
24,826
-1,694
| -6% | -$177K | 2.11% | 11 |
|
|
2020
Q4 | $2.44M | Sell |
26,520
-1,482
| -5% | -$122K | 2.05% | 11 |
|
|
2020
Q3 | $1.97M | Sell |
28,002
-5,322
| -16% | -$381K | 1.87% | 12 |
|
|
2020
Q2 | $2.27M | Buy |
33,324
+1,339
| +4% | +$84.5K | 2.36% | 10 |
|
|
2020
Q1 | $1.79M | Sell |
31,985
-14,489
| -31% | -$1.08M | 1.24% | 24 |
|
|
2019
Q4 | $3.9M | Buy |
46,474
+1,138
| +3% | +$91.6K | 2.55% | 10 |
|
|
2019
Q3 | $3.53M | Sell |
45,336
-11,667
| -20% | -$903K | 2.51% | 12 |
|
|
2019
Q2 | $4.46M | Sell |
57,003
-4,386
| -7% | -$340K | 2.78% | 9 |
|
|
2019
Q1 | $4.74M | Buy |
61,389
+2,127
| +4% | +$163K | 2.54% | 11 |
|
|
2018
Q4 | $4.11M | Buy |
59,262
+6,304
| +12% | +$487K | 2.48% | 12 |
|
|
2018
Q3 | $4.62M | Buy |
+52,958
| New | +$4.64M | 2.79% | 12 |
|
|
2017
Q2 | – | Sell |
-302
| Closed | -$20K | – | 155 |
|
|
2017
Q1 | $20K | Buy |
+302
| New | +$20.8K | 0.01% | 162 |
|
|
2016
Q4 | – | Sell |
-40,422
| Closed | -$2.51M | – | 83 |
|
|
2016
Q3 | $2.51M | Hold |
40,422
| – | – | 1.54% | 21 |
|
|
2016
Q2 | $2.35M | Buy |
40,422
+14,100
| +54% | +$804K | 1.45% | 22 |
|
|
2016
Q1 | $1.48M | Hold |
26,322
| – | – | 0.96% | 33 |
|
|
2015
Q4 | $1.45M | Hold |
26,322
| – | – | 0.95% | 32 |
|
|
2015
Q3 | $1.4M | Buy |
26,322
+8,470
| +47% | +$480K | 0.92% | 33 |
|
|
2015
Q2 | $1.05M | Hold |
17,852
| – | – | 0.63% | 49 |
|
|
2015
Q1 | $1.05M | Buy |
17,852
+17,550
| +5,811% | +$1.01M | 0.64% | 50 |
|
|
2014
Q4 | $17K | Hold |
302
| – | – | 0.01% | 198 |
|
|
2014
Q3 | $16K | Buy |
+302
| New | +$16.4K | 0.01% | 252 |
|
Other funds holding IJR
Madden Advisory Services's IJR Position: Q1 2026 in Review
Madden Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.69% in Q1 2026, buying an estimated $28.1K and bringing the position to 32,088 shares worth $3.99M. The position accounts for 1.57% of the portfolio, ranked #20.
Madden Advisory Services first reported a position in IJR in Q3 2014 and has held it in 41 quarters since. The position peaked at $4.74M in Q1 2019. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Madden Advisory Services held 32,088 shares of iShares Core S&P Small-Cap ETF worth $3.99M as of Q1 2026.
- Madden Advisory Services bought 221 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $28.1K.
- iShares Core S&P Small-Cap ETF made up 1.57% of Madden Advisory Services's portfolio in Q1 2026, its #20 holding.
- Madden Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and has held it in 41 quarters since.
- Madden Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $4.74M in Q1 2019.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.