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

Magnolia Wealth 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	$13.6M	Buy	91,403 +3,788	+4%	+$520K	7.1%	5
2026 Q1	$10.9M	Buy	87,615 +2,139	+3%	+$272K	6.35%	5
2025 Q4	$10.3M	Buy	85,476 +3,114	+4%	+$372K	6.14%	6
2025 Q3	$9.79M	Buy	82,362 +1,466	+2%	+$169K	6.05%	6
2025 Q2	$8.84M	Buy	80,896 +4,422	+6%	+$457K	5.76%	6
2025 Q1	$8M	Buy	76,474 +2,411	+3%	+$272K	5.74%	6
2024 Q4	$8.53M	Buy	74,063 +3,644	+5%	+$435K	5.93%	6
2024 Q3	$8.24M	Sell	70,419 -2,105	-3%	-$238K	5.85%	6
2024 Q2	$7.74M	Sell	72,524 -59,903	-45%	-$6.41M	5.84%	6
2024 Q1	$14.6M	Buy	132,427 +65,932	+99%	+$7M	5.96%	7
2023 Q4	$7.2M	Buy	66,495 +4,558	+7%	+$439K	6.17%	7
2023 Q3	$5.84M	Buy	61,937 +3,136	+5%	+$313K	5.44%	8
2023 Q2	$5.86M	Buy	58,801 +6,334	+12%	+$603K	5.46%	8
2023 Q1	$5.07M	Sell	52,467 -1,776	-3%	-$178K	5.11%	8
2022 Q4	$5.13M	Buy	+54,243	New	+$5.2M	5.57%	7
2022 Q2	$4.62M	Buy	49,994 +2,152	+4%	+$214K	5.24%	6
2022 Q1	$5.16M	Buy	47,842 +1,603	+3%	+$173K	5.43%	6
2021 Q4	$5.29M	Buy	+46,239	New	+$5.27M	5.42%	7

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Magnolia Wealth Management's IJR Position: Q2 2026 in Review

Magnolia Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, buying an estimated $520K and bringing the position to 91,403 shares worth $13.6M. The position accounts for 7.1% of the portfolio, ranked #5.

Magnolia Wealth Management first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.6M in Q1 2024. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Magnolia Wealth Management held 91,403 shares of iShares Core S&P Small-Cap ETF worth $13.6M as of Q2 2026.
Magnolia Wealth Management bought 3,788 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $520K.
iShares Core S&P Small-Cap ETF made up 7.1% of Magnolia Wealth Management's portfolio in Q2 2026, its #5 holding.
Magnolia Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Magnolia Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $14.6M in Q1 2024.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.