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

MassMutual Private Wealth & Trust’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 		$39M Sell
262,909
-12,832
-5% -$1.76M 1.01% 27
2026
Q1 		$34.3M Sell
275,741
-1,417
-0.5% -$180K 0.93% 28
2025
Q4 		$33.3M Sell
277,158
-7,412
-3% -$886K 0.86% 30
2025
Q3 		$33.8M Sell
284,570
-2,640
-0.9% -$304K 0.86% 30
2025
Q2 		$31.4M Buy
287,210
+19,612
+7% +$2.03M 0.84% 29
2025
Q1 		$28M Buy
267,598
+37,753
+16% +$4.26M 0.81% 33
2024
Q4 		$26.5M Sell
229,845
-1,190
-0.5% -$142K 0.74% 35
2024
Q3 		$27M Sell
231,035
-16,188
-7% -$1.83M 0.77% 37
2024
Q2 		$26.4M Sell
247,223
-36,110
-13% -$3.86M 0.8% 33
2024
Q1 		$31.3M Sell
283,333
-34,523
-11% -$3.67M 0.97% 26
2023
Q4 		$34.4M Sell
317,856
-27,227
-8% -$2.62M 1.15% 21
2023
Q3 		$32.6M Sell
345,083
-9,126
-3% -$912K 1.2% 19
2023
Q2 		$35.3M Sell
354,209
-12,808
-3% -$1.22M 1.27% 19
2023
Q1 		$35.5M Buy
367,017
+4,844
+1% +$484K 1.36% 16
2022
Q4 		$34.3M Sell
362,173
-4,352
-1% -$417K 1.41% 15
2022
Q3 		$32M Sell
366,525
-11,634
-3% -$1.13M 1.45% 14
2022
Q2 		$34.9M Sell
378,159
-13,477
-3% -$1.34M 1.51% 14
2022
Q1 		$42.3M Sell
391,636
-6,340
-2% -$684K 1.6% 8
2021
Q4 		$45.6M Sell
397,976
-193
-0% -$22K 1.69% 8
2021
Q3 		$43.5M Sell
398,169
-121
-0% -$13.3K 1.8% 9
2021
Q2 		$45M Sell
398,290
-3,966
-1% -$442K 1.91% 8
2021
Q1 		$43.7M Sell
402,256
-18,412
-4% -$1.93M 2.05% 7
2020
Q4 		$38.7M Sell
420,668
-15,909
-4% -$1.31M 1.98% 7
2020
Q3 		$30.7M Sell
436,577
-27,407
-6% -$1.96M 1.79% 8
2020
Q2 		$31.7M Buy
463,984
+3,484
+0.8% +$220K 2.04% 6
2020
Q1 		$25.8M Sell
460,500
-1,239
-0.3% -$92.3K 2.06% 7
2019
Q4 		$38.7M Buy
461,739
+2,693
+0.6% +$217K 2.39% 5
2019
Q3 		$35.7M Sell
459,046
-7,345
-2% -$569K 2.39% 6
2019
Q2 		$36.5M Buy
466,391
+924
+0.2% +$71.7K 2.52% 3
2019
Q1 		$35.9M Buy
465,467
+7,639
+2% +$587K 2.59% 3
2018
Q4 		$31.7M Sell
457,828
-37,608
-8% -$2.91M 2.72% 3
2018
Q3 		$43.2M Buy
495,436
+29,723
+6% +$2.6M 3.21% 3
2018
Q2 		$38.9M Buy
465,713
+6,159
+1% +$502K 3.1% 4
2018
Q1 		$35.4M Buy
459,554
+4,553
+1% +$354K 2.93% 4
2017
Q4 		$34.9M Buy
455,001
+11,709
+3% +$883K 2.9% 4
2017
Q3 		$32.9M Buy
443,292
+8,498
+2% +$596K 2.73% 4
2017
Q2 		$30.5M Buy
434,794
+18,628
+4% +$1.29M 2.71% 3
2017
Q1 		$28.8M Buy
416,166
+39,646
+11% +$2.73M 2.7% 3
2016
Q4 		$25.9M Buy
+376,520
New +$24.3M 3.17% 3
2016
Q2 		$17.6M Sell
303,282
-96
-0% -$5.47K 2.23% 5
2016
Q1 		$17.1M Buy
303,378
+11,346
+4% +$592K 2.3% 6
2015
Q4 		$16.1M Buy
292,032
+210,328
+257% +$11.9M 2.3% 5
2015
Q3 		$4.26M Buy
81,704
+38,422
+89% +$2.18M 0.9% 24
2015
Q2 		$2.43M Sell
43,282
-147,226
-77% -$8.71M 0.54% 47
2015
Q1 		$11.2M Buy
190,508
+84,848
+80% +$4.86M 1.85% 6
2014
Q4 		$6.03M Buy
105,660
+23,956
+29% +$1.31M 1.95% 5
2014
Q3 		$4.26M Buy
81,704
+38,422
+89% +$2.09M 0.85% 26
2014
Q2 		$2.43M Buy
43,282
+13,482
+45% +$729K 0.96% 21
2014
Q1 		$1.64M Buy
29,800
+6,504
+28% +$352K 0.96% 25
2013
Q4 		$1.27M Buy
+23,296
New +$1.22M 1.17% 16

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's IJR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q2 2026, selling an estimated $1.76M and leaving 262,909 shares worth $39M. The position accounts for 1.01% of the portfolio, ranked #27.

MassMutual Private Wealth & Trust first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $45.6M in Q4 2021. 857 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 262,909 shares of iShares Core S&P Small-Cap ETF worth $39M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 12,832 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.76M.
  • iShares Core S&P Small-Cap ETF made up 1.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #27 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Core S&P Small-Cap ETF position peaked at $45.6M in Q4 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.