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

Main Street Financial Solutions’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	$852K	Sell	5,748 -58	-1%	-$7.96K	0.05%	277
2026 Q1	$722K	Sell	5,806 -141	-2%	-$17.9K	0.05%	278
2025 Q4	$715K	Buy	5,947 +502	+9%	+$60K	0.05%	273
2025 Q3	$647K	Buy	5,445 +437	+9%	+$50.3K	0.04%	331
2025 Q2	$547K	Sell	5,008 -136	-3%	-$14.1K	0.04%	340
2025 Q1	$538K	Sell	5,144 -1,152	-18%	-$130K	0.05%	306
2024 Q4	$725K	Sell	6,296 -470	-7%	-$56.2K	0.07%	218
2024 Q3	$791K	Buy	6,766 +3	+0%	+$339	0.07%	234
2024 Q2	$721K	Buy	6,763 +4	+0.1%	+$428	0.07%	251
2024 Q1	$747K	Buy	6,759 +351	+5%	+$37.3K	0.08%	238
2023 Q4	$694K	Buy	6,408 +6	+0.1%	+$578	0.09%	213
2023 Q3	$604K	Sell	6,402 -183	-3%	-$18.3K	0.09%	220
2023 Q2	$656K	Sell	6,585 -374	-5%	-$35.6K	0.09%	214
2023 Q1	$673K	Sell	6,959 -399	-5%	-$39.9K	0.1%	202
2022 Q4	$696K	Buy	7,358 +591	+9%	+$56.7K	0.11%	192
2022 Q3	$590K	Sell	6,767 -86	-1%	-$8.35K	0.1%	203
2022 Q2	$633K	Sell	6,853 -102	-1%	-$10.1K	0.08%	206
2022 Q1	$750K	Sell	6,955 -7	-0.1%	-$755	0.11%	186
2021 Q4	$797K	Buy	6,962 +6	+0.1%	+$684	0.11%	178
2021 Q3	$759K	Sell	6,956 -139	-2%	-$15.3K	0.12%	169
2021 Q2	$802K	Sell	7,095 -891	-11%	-$99.4K	0.13%	156
2021 Q1	$867K	Sell	7,986 -3,281	-29%	-$343K	0.15%	143
2020 Q4	$1.03M	Buy	+11,267	New	+$926K	0.21%	115

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 22.9% 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

Main Street Financial Solutions's IJR Position: Q2 2026 in Review

Main Street Financial Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $7.96K and leaving 5,748 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #277.

Main Street Financial Solutions first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2020. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Main Street Financial Solutions held 5,748 shares of iShares Core S&P Small-Cap ETF worth $852K as of Q2 2026.
Main Street Financial Solutions sold 58 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.96K.
iShares Core S&P Small-Cap ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q2 2026, its #277 holding.
Main Street Financial Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Main Street Financial Solutions's iShares Core S&P Small-Cap ETF position peaked at $1.03M in Q4 2020.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.