Madison Park Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Madison Park Capital Advisors’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	$4.66M	Buy	56,147 +18,358	+49%	+$2.52M	3.32%	10
2026 Q1	$4.7M	Sell	37,789 -1	-0%	-$127	3.69%	10
2025 Q4	$4.54M	Buy	37,790 +287	+0.8%	+$34.3K	3.69%	8
2025 Q3	$4.46M	Sell	37,503 -337	-0.9%	-$38.8K	3.66%	8
2025 Q2	$4.14M	Sell	37,840 -3,655	-9%	-$378K	3.48%	12
2025 Q1	$4.34M	Buy	41,495 +1,504	+4%	+$170K	3.81%	12
2024 Q4	$4.61M	Sell	39,991 -12,239	-23%	-$1.46M	3.68%	12
2024 Q3	$6.11M	Sell	52,230 -87	-0.2%	-$9.83K	4.58%	6
2024 Q2	$5.58M	Buy	52,317 +7,034	+16%	+$753K	4.66%	6
2024 Q1	$5M	Buy	45,283 +963	+2%	+$102K	4.36%	9
2023 Q4	$4.8M	Buy	+44,320	New	+$4.27M	4.63%	9

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Madison Park Capital Advisors's IJR Position: Q2 2026 in Review

Madison Park Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 49% in Q2 2026, buying an estimated $2.52M and bringing the position to 56,147 shares worth $4.66M. The position accounts for 3.32% of the portfolio, ranked #10.

Madison Park Capital Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q3 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Madison Park Capital Advisors held 56,147 shares of iShares Core S&P Small-Cap ETF worth $4.66M as of Q2 2026.
Madison Park Capital Advisors bought 18,358 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.52M.
iShares Core S&P Small-Cap ETF made up 3.32% of Madison Park Capital Advisors's portfolio in Q2 2026, its #10 holding.
Madison Park Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Madison Park Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $6.11M in Q3 2024.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.