Maridea Wealth Management
IJR icon

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

Maridea 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
Q3 		$250K Buy
1,836
+173
+10% +$25K 0.02% 506
2026
Q2 		$247K Buy
+1,663
New +$228K 0.03% 480
2025
Q1 		– Sell
-2,105
Closed -$243K – 254
2024
Q4 		$243K Buy
+2,105
New +$251K 0.08% 203

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Maridea Wealth Management's IJR Position: Q3 2026 in Review

Maridea Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q3 2026, buying an estimated $25K and bringing the position to 1,836 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #506.

Maridea Wealth Management first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Maridea Wealth Management held 1,836 shares of iShares Core S&P Small-Cap ETF worth $250K as of Q3 2026.
  • Maridea Wealth Management bought 173 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $25K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Maridea Wealth Management's portfolio in Q3 2026, its #506 holding.
  • Maridea Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.