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

Main Street 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	$720K	Sell	4,854 -799	-14%	-$110K	0.17%	45
2026 Q1	$703K	Sell	5,653 -140	-2%	-$17.8K	0.21%	48
2025 Q4	$696K	Buy	5,793 +194	+3%	+$23.2K	0.24%	38
2025 Q3	$665K	Buy	5,599 +623	+13%	+$71.7K	0.19%	49
2025 Q2	$544K	Sell	4,976 -104	-2%	-$10.8K	0.18%	52
2025 Q1	$531K	Buy	5,080 +164	+3%	+$18.5K	0.2%	53
2024 Q4	$566K	Buy	4,916 +527	+12%	+$63K	0.21%	51
2024 Q3	$513K	Sell	4,389 -132	-3%	-$14.9K	0.2%	55
2024 Q2	$478K	Sell	4,521 -253	-5%	-$27.1K	0.2%	59
2024 Q1	$523K	Buy	4,774 +309	+7%	+$32.8K	0.23%	53
2023 Q4	$483K	Buy	+4,465	New	+$430K	0.17%	72

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

Main Street Group's IJR Position: Q2 2026 in Review

Main Street Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, selling an estimated $110K and leaving 4,854 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #45.

Main Street Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Main Street Group held 4,854 shares of iShares Core S&P Small-Cap ETF worth $720K as of Q2 2026.
Main Street Group sold 799 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $110K.
iShares Core S&P Small-Cap ETF made up 0.17% of Main Street Group's portfolio in Q2 2026, its #45 holding.
Main Street Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.