May Hill Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

May Hill Capital’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	$10.8M	Buy	73,051 +1,293	+2%	+$177K	2.26%	9
2026 Q1	$8.92M	Buy	71,758 +3,233	+5%	+$411K	2.24%	11
2025 Q4	$8.24M	Buy	68,525 +7,367	+12%	+$881K	2.22%	9
2025 Q3	$7.27M	Sell	61,158 -2,440	-4%	-$281K	2.13%	10
2025 Q2	$6.95M	Sell	63,598 -766	-1%	-$79.2K	2.29%	6
2025 Q1	$6.73M	Buy	64,364 +2,847	+5%	+$321K	2.54%	6
2024 Q4	$7.09M	Buy	+61,517	New	+$7.35M	2.74%	6

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

May Hill Capital's IJR Position: Q2 2026 in Review

May Hill Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $177K and bringing the position to 73,051 shares worth $10.8M. The position accounts for 2.26% of the portfolio, ranked #9.

May Hill Capital first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

May Hill Capital held 73,051 shares of iShares Core S&P Small-Cap ETF worth $10.8M as of Q2 2026.
May Hill Capital bought 1,293 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $177K.
iShares Core S&P Small-Cap ETF made up 2.26% of May Hill Capital's portfolio in Q2 2026, its #9 holding.
May Hill Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.