Mascoma Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.8M | Buy |
72,554
+636
| +0.9% | +$87.3K | 2% | 15 |
|
|
2026
Q1 | $8.94M | Buy |
71,918
+2,397
| +3% | +$305K | 1.85% | 14 |
|
|
2025
Q4 | $8.36M | Buy |
69,521
+1,191
| +2% | +$142K | 1.79% | 15 |
|
|
2025
Q3 | $8.12M | Sell |
68,330
-1,292
| -2% | -$149K | 1.79% | 15 |
|
|
2025
Q2 | $7.61M | Buy |
69,622
+273
| +0.4% | +$28.2K | 1.77% | 15 |
|
|
2025
Q1 | $7.25M | Buy |
69,349
+8,946
| +15% | +$1.01M | 1.81% | 14 |
|
|
2024
Q4 | $6.96M | Buy |
60,403
+1,494
| +3% | +$178K | 1.75% | 15 |
|
|
2024
Q3 | $6.89M | Sell |
58,909
-2,278
| -4% | -$257K | 1.72% | 15 |
|
|
2024
Q2 | $6.53M | Buy |
61,187
+1,319
| +2% | +$141K | 1.73% | 14 |
|
|
2024
Q1 | $6.62M | Sell |
59,868
-904
| -1% | -$96K | 1.88% | 12 |
|
|
2023
Q4 | $6.58M | Buy |
60,772
+4,398
| +8% | +$424K | 1.98% | 11 |
|
|
2023
Q3 | $5.32M | Buy |
56,374
+1,864
| +3% | +$186K | 1.66% | 12 |
|
|
2023
Q2 | $5.63M | Sell |
54,510
-1,931
| -3% | -$184K | 1.73% | 12 |
|
|
2023
Q1 | $5.31M | Buy |
56,441
+8,973
| +19% | +$897K | 1.55% | 14 |
|
|
2022
Q4 | $4.49M | Buy |
47,468
+12,294
| +35% | +$1.18M | 1.43% | 18 |
|
|
2022
Q3 | $3.07M | Buy |
35,174
+1,777
| +5% | +$173K | 1.06% | 21 |
|
|
2022
Q2 | $3.09M | Buy |
33,397
+3,731
| +13% | +$371K | 1.05% | 21 |
|
|
2022
Q1 | $3.2M | Buy |
29,666
+4,626
| +18% | +$499K | 1.02% | 23 |
|
|
2021
Q4 | $2.87M | Buy |
25,040
+3,612
| +17% | +$412K | 0.99% | 23 |
|
|
2021
Q3 | $2.34M | Sell |
21,428
-1,730
| -7% | -$190K | 0.91% | 24 |
|
|
2021
Q2 | $2.62M | Buy |
23,158
+4,810
| +26% | +$537K | 1.12% | 22 |
|
|
2021
Q1 | $1.99M | Buy |
18,348
+11,886
| +184% | +$1.24M | 0.86% | 24 |
|
|
2020
Q4 | $594K | Buy |
+6,462
| New | +$531K | 0.3% | 43 |
|
|
2019
Q3 | $1.33M | Sell |
17,085
-26,655
| -61% | -$2.06M | 0.84% | 25 |
|
|
2019
Q2 | $3.42M | Buy |
43,740
+633
| +1% | +$49.1K | 2.14% | 10 |
|
|
2019
Q1 | $3.33M | Buy |
43,107
+2,880
| +7% | +$221K | 2.23% | 10 |
|
|
2018
Q4 | $2.79M | Sell |
40,227
-20,354
| -34% | -$1.57M | 2.13% | 10 |
|
|
2018
Q3 | $5.29M | Sell |
60,581
-6,290
| -9% | -$551K | 3.49% | 8 |
|
|
2018
Q2 | $5.58M | Buy |
66,871
+18,530
| +38% | +$1.51M | 3.93% | 7 |
|
|
2018
Q1 | $3.72M | Buy |
48,341
+832
| +2% | +$64.8K | 2.45% | 11 |
|
|
2017
Q4 | $3.68M | Buy |
47,509
+3,444
| +8% | +$260K | 2.27% | 15 |
|
|
2017
Q3 | $3.27M | Sell |
44,065
-1,736
| -4% | -$122K | 2.18% | 13 |
|
|
2017
Q2 | $3.21M | Buy |
45,801
+1,582
| +4% | +$110K | 2.17% | 13 |
|
|
2017
Q1 | $3.06M | Buy |
44,219
+11,981
| +37% | +$826K | 2.19% | 13 |
|
|
2016
Q4 | $2.22M | Buy |
+32,238
| New | +$2.08M | 1.63% | 13 |
|
Other funds holding IJR
Mascoma Wealth Management's IJR Position: Q2 2026 in Review
Mascoma Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.88% in Q2 2026, buying an estimated $87.3K and bringing the position to 72,554 shares worth $10.8M. The position accounts for 2% of the portfolio, ranked #15.
Mascoma Wealth Management first reported a position in IJR in Q4 2016 and has held it in 35 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Mascoma Wealth Management held 72,554 shares of iShares Core S&P Small-Cap ETF worth $10.8M as of Q2 2026.
- Mascoma Wealth Management bought 636 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $87.3K.
- iShares Core S&P Small-Cap ETF made up 2% of Mascoma Wealth Management's portfolio in Q2 2026, its #15 holding.
- Mascoma Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.