MPW
IJR icon

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

Magnolia Private Wealth’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
-1,729
Closed -$205K – 123
2025
Q3 		$205K Buy
+1,729
New +$199K 0.15% 106
2025
Q2 		– Sell
-1,979
Closed -$207K – 107
2025
Q1 		$207K Hold
1,979
– – 0.17% 108
2024
Q4 		$228K Buy
+1,979
New +$236K 0.2% 100

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnolia Private Wealth's IJR Position: Q4 2025 in Review

Magnolia Private Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,729 shares — an estimated $205K sold.

Magnolia Private Wealth first reported a position in IJR in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2024. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Magnolia Private Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 1,729 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $205K.
  • Magnolia Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Magnolia Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $228K in Q4 2024.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Magnolia Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.