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 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

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

Maia Wealth's IJR Position: Q2 2026 in Review

Maia Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 26% in Q2 2026, selling an estimated $153K and leaving 3,224 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #224.

Maia Wealth first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Maia Wealth held 3,224 shares of iShares Core S&P Small-Cap ETF worth $478K as of Q2 2026.
Maia Wealth sold 1,112 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $153K.
iShares Core S&P Small-Cap ETF made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #224 holding.
Maia Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.07M in Q2 2024.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.