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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marks Group Wealth Management's IJR Position: Q1 2026 in Review

Marks Group Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 7,863 shares worth $977K. The position accounts for 0.09% of the portfolio, ranked #192.

Marks Group Wealth Management first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Marks Group Wealth Management held 7,863 shares of iShares Core S&P Small-Cap ETF worth $977K as of Q1 2026.
Marks Group Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.09% of Marks Group Wealth Management's portfolio in Q1 2026, its #192 holding.
Marks Group Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $1.03M in Q3 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.