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

Maripau 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	$228K	Buy	+1,535	New	+$211K	0.08%	158
2023 Q2	–	Sell	-6,561	Closed	-$634K	–	102
2023 Q1	$634K	Sell	6,561 -129	-2%	-$12.9K	0.66%	37
2022 Q4	$660K	Sell	6,690 -1,277	-16%	-$122K	0.69%	37
2022 Q3	$780K	Sell	7,967 -1,941	-20%	-$189K	0.84%	33
2022 Q2	$1.01M	Buy	9,908 +2,452	+33%	+$244K	1.09%	24
2022 Q1	$774K	Buy	7,456 +145	+2%	+$15.6K	0.7%	33
2021 Q4	$780K	Buy	+7,311	New	+$833K	0.74%	31

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

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

Maripau Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,535 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings. This is a return to the name: Maripau Wealth Management previously reported a position in IJR as recently as Q1 2023.

Maripau Wealth Management first reported a position in IJR in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2022. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Maripau Wealth Management held 1,535 shares of iShares Core S&P Small-Cap ETF worth $228K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Maripau Wealth Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of Maripau Wealth Management's portfolio in Q2 2026, its #158 holding.
Maripau Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Maripau Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q2 2022.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.