MWP
IJR icon

Madison Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Madison Wealth Partners’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 		$9.27M Buy
62,525
+1,578
+3% +$217K 1.18% 17
2026
Q1 		$7.58M Sell
60,947
-285
-0.5% -$36.2K 1.21% 17
2025
Q4 		$7.36M Sell
61,232
-184,638
-75% -$22.1M 1.34% 16
2025
Q3 		$29.2M Buy
245,870
+763
+0.3% +$87.8K 5.78% 6
2025
Q2 		$26.8M Buy
245,107
+29,403
+14% +$3.04M 5.85% 5
2025
Q1 		$22.6M Buy
215,704
+163,653
+314% +$18.5M 5.57% 5
2024
Q4 		$6M Sell
52,051
-172
-0.3% -$20.5K 1.68% 13
2024
Q3 		$6.11M Buy
52,223
+635
+1% +$71.7K 1.81% 12
2024
Q2 		$5.5M Sell
51,588
-846
-2% -$90.5K 1.89% 12
2024
Q1 		$5.8M Sell
52,434
-235
-0.4% -$25K 2.1% 12
2023
Q4 		$5.7M Sell
52,669
-2,164
-4% -$209K 2.26% 11
2023
Q3 		$5.17M Buy
54,833
+296
+0.5% +$29.6K 2.62% 8
2023
Q2 		$5.43M Buy
54,537
+1,337
+3% +$127K 2.54% 10
2023
Q1 		$5.14M Sell
53,200
-197
-0.4% -$19.7K 2.59% 9
2022
Q4 		$5.05M Sell
53,397
-2,500
-4% -$240K 2.95% 8
2022
Q3 		$4.87M Buy
55,897
+608
+1% +$59.1K 3.19% 9
2022
Q2 		$5.11M Buy
55,289
+2,517
+5% +$250K 3.25% 8
2022
Q1 		$5.69M Buy
52,772
+1,388
+3% +$150K 3.18% 9
2021
Q4 		$5.88M Buy
51,384
+4,558
+10% +$519K 2.96% 10
2021
Q3 		$5.11M Buy
46,826
+1,739
+4% +$191K 2.88% 10
2021
Q2 		$5.09M Buy
45,087
+3,437
+8% +$383K 2.92% 10
2021
Q1 		$3.83M Sell
41,650
-224
-0.5% -$23.4K 2.69% 10
2020
Q4 		$3.85M Buy
+41,874
New +$3.44M 2.58% 11

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Madison Wealth Partners's IJR Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, buying an estimated $217K and bringing the position to 62,525 shares worth $9.27M. The position accounts for 1.18% of the portfolio, ranked #17.

Madison Wealth Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.2M in Q3 2025. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Madison Wealth Partners held 62,525 shares of iShares Core S&P Small-Cap ETF worth $9.27M as of Q2 2026.
  • Madison Wealth Partners bought 1,578 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $217K.
  • iShares Core S&P Small-Cap ETF made up 1.18% of Madison Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Madison Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Madison Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $29.2M in Q3 2025.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.