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

Main 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 Q1	$22K	Buy	+173	New	+$22K	﹤0.01%	84
2025 Q3	–	Sell	-905	Closed	-$99K	–	107
2025 Q2	$99K	Sell	905 -173	-16%	-$17.9K	0.01%	69
2025 Q1	$113K	Sell	1,078 -215,270	-100%	-$24.3M	0.01%	69
2024 Q4	$24.9M	Buy	216,348 +99,843	+86%	+$11.9M	2.04%	16
2024 Q3	$13.6M	Sell	116,505 -100,978	-46%	-$11.4M	1.12%	21
2024 Q2	$23.2M	Sell	217,483 -1,422	-0.6%	-$152K	1.92%	16
2024 Q1	$24.2M	Buy	218,905 +218,732	+126,435%	+$23.2M	2.07%	14
2023 Q4	$19K	Hold	173	–	–	﹤0.01%	118
2023 Q3	$16K	Hold	173	–	–	﹤0.01%	119
2023 Q2	$17K	Buy	+173	New	+$16.5K	﹤0.01%	116
2022 Q3	–	Sell	-260,236	Closed	-$24M	–	145
2022 Q2	$24M	Sell	260,236 -621	-0.2%	-$61.8K	2.87%	12
2022 Q1	$28.1M	Buy	260,857 +95,123	+57%	+$10.3M	2.9%	11
2021 Q4	$19M	Buy	+165,734	New	+$18.9M	1.9%	21

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Main Management's IJR Position: Q1 2026 in Review

Main Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 173 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #84 among its holdings. This is a return to the name: Main Management previously reported a position in IJR as recently as Q2 2025.

Main Management first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. The position peaked at $28.1M in Q1 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Main Management held 173 shares of iShares Core S&P Small-Cap ETF worth $22K as of Q1 2026.
iShares Core S&P Small-Cap ETF was a new Main Management position in Q1 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Main Management's portfolio in Q1 2026, its #84 holding.
Main Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Main Management's iShares Core S&P Small-Cap ETF position peaked at $28.1M in Q1 2022.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Main Management's 13F filing for Q1 2026, filed 15 May 2026.