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

Marex 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 		– Sell
-5,237
Closed -$651K – 1237
2026
Q1 		$651K Buy
5,237
+269
+5% +$34.2K ﹤0.01% 555
2025
Q4 		$597K Sell
4,968
-624
-11% -$74.6K ﹤0.01% 513
2025
Q3 		$664K Sell
5,592
-518
-8% -$59.6K ﹤0.01% 430
2025
Q2 		$668K Sell
6,110
-1,798
-23% -$186K 0.01% 342
2025
Q1 		$827K Buy
7,908
+2,761
+54% +$312K 0.02% 260
2024
Q4 		$593K Buy
+5,147
New +$615K 0.01% 316

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

Marex Group's IJR Position: Q2 2026 in Review

Marex Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 5,237 shares — an estimated $651K sold.

Marex Group first reported a position in IJR in Q4 2024 and held it in 6 quarters. The position peaked at $827K in Q1 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Marex Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Marex Group sold 5,237 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $651K.
  • Marex Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 6 quarters.
  • Marex Group's iShares Core S&P Small-Cap ETF position peaked at $827K in Q1 2025.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.