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

Maltin Wealth 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
Q2 		$1.57M Sell
10,594
-13
-0.1% -$1.78K 0.53% 52
2026
Q1 		$1.32M Buy
10,607
+332
+3% +$42.2K 0.5% 52
2025
Q4 		$1.23M Buy
10,275
+216
+2% +$25.8K 0.49% 52
2025
Q3 		$1.2M Buy
10,059
+15
+0.1% +$1.73K 0.5% 53
2025
Q2 		$1.1M Sell
10,044
-129
-1% -$13.3K 0.49% 53
2025
Q1 		$1.06M Sell
10,173
-241
-2% -$27.2K 0.5% 52
2024
Q4 		$1.2M Sell
10,414
-1,049
-9% -$125K 0.59% 50
2024
Q3 		$1.34M Buy
11,463
+188
+2% +$21.2K 0.65% 46
2024
Q2 		$1.2M Sell
11,275
-50
-0.4% -$5.35K 0.65% 48
2024
Q1 		$1.25M Buy
11,325
+932
+9% +$99K 0.7% 46
2023
Q4 		$1.13M Sell
10,393
-127
-1% -$12.2K 0.72% 47
2023
Q3 		$992K Buy
10,520
+21
+0.2% +$2.1K 0.69% 49
2023
Q2 		$1.05M Buy
10,499
+100
+1% +$9.52K 0.74% 47
2023
Q1 		$1.01M Buy
10,399
+18
+0.2% +$1.8K 0.73% 47
2022
Q4 		$982K Sell
10,381
-12,166
-54% -$1.17M 0.72% 45
2022
Q3 		$1.97M Sell
22,547
-1,249
-5% -$121K 1.55% 18
2022
Q2 		$2.2M Sell
23,796
-336
-1% -$33.4K 1.59% 15
2022
Q1 		$2.6M Sell
24,132
-1,293
-5% -$140K 1.72% 12
2021
Q4 		$2.91M Buy
25,425
+1,355
+6% +$154K 1.75% 14
2021
Q3 		$2.63M Buy
24,070
+767
+3% +$84.5K 1.61% 15
2021
Q2 		$2.63M Buy
23,303
+861
+4% +$96K 1.6% 16
2021
Q1 		$2.44M Buy
22,442
+1,090
+5% +$114K 1.58% 15
2020
Q4 		$1.96M Buy
21,352
+1,369
+7% +$112K 1.38% 19
2020
Q3 		$1.4M Buy
19,983
+1,030
+5% +$73.8K 1% 33
2020
Q2 		$1.29M Sell
18,953
-11
-0.1% -$694 0.98% 32
2020
Q1 		$1.06M Buy
18,964
+4,299
+29% +$320K 0.9% 32
2019
Q4 		$1.23M Buy
+14,665
New +$1.18M 0.8% 32

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Maltin Wealth Management's IJR Position: Q2 2026 in Review

Maltin Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q2 2026, selling an estimated $1.78K and leaving 10,594 shares worth $1.57M. The position accounts for 0.53% of the portfolio, ranked #52.

Maltin Wealth Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.91M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Maltin Wealth Management held 10,594 shares of iShares Core S&P Small-Cap ETF worth $1.57M as of Q2 2026.
  • Maltin Wealth Management sold 13 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.78K.
  • iShares Core S&P Small-Cap ETF made up 0.53% of Maltin Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Maltin Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Maltin Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.91M in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.