Marshall Financial Group (Maryland)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Marshall Financial Group (Maryland)’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	$377K	Sell	2,542 -868	-25%	-$119K	0.06%	234
2026 Q1	$424K	Sell	3,410 -1,813	-35%	-$230K	0.07%	210
2025 Q4	$628K	Sell	5,223 -760	-13%	-$90.9K	0.12%	183
2025 Q3	$711K	Sell	5,983 -496	-8%	-$57K	0.14%	165
2025 Q2	$720K	Sell	6,479 -512	-7%	-$52.9K	0.14%	163
2025 Q1	$731K	Sell	6,991 -331	-5%	-$37.4K	0.16%	148
2024 Q4	$844K	Sell	7,322 -188	-3%	-$22.5K	0.2%	127
2024 Q3	$878K	Buy	+7,510	New	+$848K	0.21%	131

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

Marshall Financial Group (Maryland)'s IJR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q2 2026, selling an estimated $119K and leaving 2,542 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #234.

Marshall Financial Group (Maryland) first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $878K in Q3 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Marshall Financial Group (Maryland) held 2,542 shares of iShares Core S&P Small-Cap ETF worth $377K as of Q2 2026.
Marshall Financial Group (Maryland) sold 868 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $119K.
iShares Core S&P Small-Cap ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #234 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s iShares Core S&P Small-Cap ETF position peaked at $878K in Q3 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.