Marvin & Palmer Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Marvin & Palmer Associates’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	–	Sell	-35,470	Closed	-$4.26M	–	28
2025 Q4	$4.26M	Buy	+35,470	New	+$4.24M	3.01%	12
2024 Q4	–	Sell	-32,655	Closed	-$3.82M	–	37
2024 Q3	$3.82M	Buy	+32,655	New	+$3.69M	3.2%	11
2018 Q4	–	Sell	-100,566	Closed	-$8.77M	–	29
2018 Q3	$8.77M	Buy	100,566 +15,836	+19%	+$1.39M	6.65%	2
2018 Q2	$7.07M	Buy	+84,730	New	+$6.9M	6.96%	1

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

Marvin & Palmer Associates's IJR Position: Q1 2026 in Review

Marvin & Palmer Associates sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 35,470 shares — an estimated $4.26M sold.

Marvin & Palmer Associates first reported a position in IJR in Q2 2018 and held it in 4 quarters. The position peaked at $8.77M in Q3 2018. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Marvin & Palmer Associates reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Marvin & Palmer Associates sold 35,470 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.26M.
Marvin & Palmer Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and held it in 4 quarters.
Marvin & Palmer Associates's iShares Core S&P Small-Cap ETF position peaked at $8.77M in Q3 2018.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.