MASECO Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MASECO Private Wealth’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	$826K	Buy	5,570 +812	+17%	+$111K	0.02%	70
2026 Q1	$591K	Sell	4,758 -473	-9%	-$60.1K	0.02%	77
2025 Q4	$629K	Buy	+5,231	New	+$626K	0.03%	63
2025 Q3	–	Sell	-6,905	Closed	-$755K	–	380
2025 Q2	$755K	Buy	+6,905	New	+$714K	0.03%	63

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

MASECO Private Wealth's IJR Position: Q2 2026 in Review

MASECO Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 5,570 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #70.

MASECO Private Wealth first reported a position in IJR in Q2 2025 and has held it in 4 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

MASECO Private Wealth held 5,570 shares of iShares Core S&P Small-Cap ETF worth $826K as of Q2 2026.
MASECO Private Wealth bought 812 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $111K.
iShares Core S&P Small-Cap ETF made up 0.02% of MASECO Private Wealth's portfolio in Q2 2026, its #70 holding.
MASECO Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.