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

Marks Group 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	–	Sell	-7,863	Closed	-$1.17M	–	367
2026 Q2	$1.17M	Hold	7,863	–	–	0.1%	188
2026 Q1	$977K	Hold	7,863	–	–	0.09%	192
2025 Q4	$945K	Hold	7,863	–	–	0.09%	193
2025 Q3	$934K	Hold	7,863	–	–	0.09%	183
2025 Q2	$859K	Sell	7,863 -548	-7%	-$56.6K	0.08%	189
2025 Q1	$880K	Buy	8,411 +48	+0.6%	+$5.42K	0.08%	193
2024 Q4	$964K	Sell	8,363 -470	-5%	-$56.2K	0.09%	172
2024 Q3	$1.03M	Buy	8,833 +424	+5%	+$47.9K	0.1%	176
2024 Q2	$897K	Sell	8,409 -428	-5%	-$45.8K	0.09%	175
2024 Q1	$977K	Hold	8,837	–	–	0.1%	172
2023 Q4	$957K	Hold	8,837	–	–	0.11%	171
2023 Q3	$834K	Hold	8,837	–	–	0.1%	175
2023 Q2	$881K	Hold	8,837	–	–	0.1%	172
2023 Q1	$855K	Buy	+8,837	New	+$883K	0.11%	176

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Marks Group Wealth Management's IJR Position: Q3 2026 in Review

Marks Group Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 7,863 shares — an estimated $1.17M sold.

Marks Group Wealth Management first reported a position in IJR in Q1 2023 and held it in 14 quarters. The position peaked at $1.17M in Q2 2026. 2,356 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Marks Group Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Marks Group Wealth Management sold 7,863 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.17M.
Marks Group Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 14 quarters.
Marks Group Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.17M in Q2 2026.
2,356 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.