MFG
IJR icon

Magnus Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Magnus Financial Group’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 		$48.6M Buy
327,498
+9,007
+3% +$1.24M 3.44% 5
2026
Q1 		$39.6M Buy
318,491
+11,297
+4% +$1.44M 3.21% 5
2025
Q4 		$36.9M Sell
307,194
-409
-0.1% -$48.9K 2.82% 6
2025
Q3 		$36.6M Buy
307,603
+2,569
+0.8% +$295K 2.88% 4
2025
Q2 		$33.3M Sell
305,034
-1,072
-0.4% -$111K 2.92% 4
2025
Q1 		$32M Sell
306,106
-4,829
-2% -$545K 3.1% 5
2024
Q4 		$35.8M Buy
310,935
+5,959
+2% +$712K 3.46% 4
2024
Q3 		$35.7M Buy
304,976
+10,773
+4% +$1.22M 3.63% 4
2024
Q2 		$31.4M Buy
294,203
+597
+0.2% +$63.9K 3.53% 4
2024
Q1 		$32.4M Buy
293,606
+12,931
+5% +$1.37M 3.85% 5
2023
Q4 		$30.4M Buy
280,675
+11,873
+4% +$1.14M 3.98% 5
2023
Q3 		$25.4M Sell
268,802
-539
-0.2% -$53.8K 3.69% 6
2023
Q2 		$26.8M Buy
269,341
+2,279
+0.9% +$217K 3.82% 5
2023
Q1 		$25.8M Buy
267,062
+26,560
+11% +$2.66M 3.93% 5
2022
Q4 		$22.8M Sell
240,502
-10,530
-4% -$1.01M 3.71% 4
2022
Q3 		$21.9M Buy
251,032
+10,676
+4% +$1.04M 4.18% 4
2022
Q2 		$22.2M Buy
240,356
+1,699
+0.7% +$169K 4.08% 5
2022
Q1 		$25.7M Buy
238,657
+20,140
+9% +$2.17M 4.3% 3
2021
Q4 		$25M Buy
218,517
+11,454
+6% +$1.31M 4.75% 3
2021
Q3 		$22.6M Sell
207,063
-11,184
-5% -$1.23M 4.78% 4
2021
Q2 		$24.7M Buy
218,247
+4,096
+2% +$457K 5.37% 4
2021
Q1 		$23.2M Sell
214,151
-423,494
-66% -$44.3M 5.61% 4
2020
Q4 		$58.6M Buy
637,645
+56,725
+10% +$4.66M 5.82% 5
2020
Q3 		$40.8M Buy
580,920
+914
+0.2% +$65.5K 4.75% 5
2020
Q2 		$39.6M Buy
580,006
+129,360
+29% +$8.17M 4.39% 5
2020
Q1 		$25.3M Buy
450,646
+32,634
+8% +$2.43M 3.45% 7
2019
Q4 		$35M Buy
418,012
+59,852
+17% +$4.82M 5.02% 4
2019
Q3 		$27.9M Sell
358,160
-744
-0.2% -$57.6K 5.23% 6
2019
Q2 		$28.1M Buy
358,904
+565
+0.2% +$43.9K 5.41% 5
2019
Q1 		$27.6M Buy
358,339
+46,503
+15% +$3.57M 5.63% 6
2018
Q4 		$21.6M Buy
+311,836
New +$24.1M 5.74% 4

Other funds holding IJR

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
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Magnus Financial Group's IJR Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $1.24M and bringing the position to 327,498 shares worth $48.6M. The position accounts for 3.44% of the portfolio, ranked #5.

Magnus Financial Group first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $58.6M in Q4 2020. 987 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Magnus Financial Group held 327,498 shares of iShares Core S&P Small-Cap ETF worth $48.6M as of Q2 2026.
  • Magnus Financial Group bought 9,007 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Core S&P Small-Cap ETF made up 3.44% of Magnus Financial Group's portfolio in Q2 2026, its #5 holding.
  • Magnus Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's iShares Core S&P Small-Cap ETF position peaked at $58.6M in Q4 2020.
  • 987 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.