Maxele Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Maxele Advisors’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	$1.9M	Buy	+12,804	New	+$1.76M	1.33%	23
2025 Q4	$1.53M	Buy	12,723 +2	+0%	+$239	1.24%	26
2025 Q3	$1.51M	Buy	12,721 +771	+6%	+$88.7K	1.3%	23
2025 Q2	$1.31M	Buy	11,950 +194	+2%	+$20.1K	1.14%	30
2025 Q1	$1.23M	Sell	11,756 -144	-1%	-$16.2K	1.19%	29
2024 Q4	$1.37M	Buy	+11,900	New	+$1.42M	1.31%	23
2022 Q3	$622K	Sell	7,134 -206	-3%	-$20K	1.04%	31
2022 Q2	$678K	Sell	7,340 -1,009	-12%	-$100K	1.06%	29
2022 Q1	$901K	Sell	8,349 -852	-9%	-$91.9K	1.12%	30
2021 Q4	$1.05M	Buy	+9,201	New	+$1.05M	1.22%	26

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

Maxele Advisors's IJR Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 12,804 shares worth $1.9M. The stake represents 1.33% of the portfolio and ranks #23 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IJR as recently as Q4 2025.

Maxele Advisors first reported a position in IJR in Q4 2021 and has held it in 10 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Maxele Advisors held 12,804 shares of iShares Core S&P Small-Cap ETF worth $1.9M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Maxele Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1.33% of Maxele Advisors's portfolio in Q2 2026, its #23 holding.
Maxele Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.