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

Maia 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
2026 Q3	$288K	Sell	2,118 -1,106	-34%	-$160K	0.04%	286
2026 Q2	$478K	Sell	3,224 -1,112	-26%	-$153K	0.07%	224
2026 Q1	$539K	Sell	4,336 -217	-5%	-$27.6K	0.09%	208
2025 Q4	$589K	Buy	4,553 +25	+0.6%	+$2.99K	0.1%	197
2025 Q3	$539K	Sell	4,528 -285	-6%	-$32.8K	0.09%	202
2025 Q2	$526K	Sell	4,813 -323	-6%	-$33.4K	0.1%	187
2025 Q1	$495K	Sell	5,136 -250	-5%	-$28.2K	0.11%	172
2024 Q4	$640K	Buy	5,386 +226	+4%	+$27K	0.14%	144
2024 Q3	$593K	Sell	5,160 -4,301	-45%	-$486K	0.15%	130
2024 Q2	$1.07M	Buy	+9,461	New	+$1.01M	0.32%	71
2023 Q4	$550K	Buy	+5,079	New	+$489K	0.22%	89

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Maia Wealth's IJR Position: Q3 2026 in Review

Maia Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 34% in Q3 2026, selling an estimated $160K and leaving 2,118 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #286.

Maia Wealth first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q2 2024. 1,975 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Maia Wealth held 2,118 shares of iShares Core S&P Small-Cap ETF worth $288K as of Q3 2026.
Maia Wealth sold 1,106 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $160K.
iShares Core S&P Small-Cap ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #286 holding.
Maia Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q2 2024.
1,975 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.