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

Mayflower Financial 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 		$8.5M Sell
57,328
-491
-0.8% -$67.4K 0.73% 33
2026
Q1 		$7.19M Buy
57,819
+754
+1% +$95.8K 0.87% 24
2025
Q4 		$6.86M Buy
57,065
+4,196
+8% +$502K 0.83% 28
2025
Q3 		$6.28M Sell
52,869
-1,295
-2% -$149K 0.79% 28
2025
Q2 		$5.92M Buy
54,164
+486
+0.9% +$50.2K 0.82% 27
2025
Q1 		$5.61M Sell
53,678
-481
-0.9% -$54.3K 0.85% 23
2024
Q4 		$6.24M Sell
54,159
-986
-2% -$118K 0.93% 22
2024
Q3 		$6.45M Sell
55,145
-1,430
-3% -$162K 0.97% 19
2024
Q2 		$6.03M Sell
56,575
-3,886
-6% -$416K 0.99% 20
2024
Q1 		$6.68M Sell
60,461
-3,040
-5% -$323K 1.12% 15
2023
Q4 		$6.87M Sell
63,501
-2,310
-4% -$223K 0.95% 25
2023
Q3 		$6.21M Sell
65,811
-10,489
-14% -$1.05M 0.93% 24
2023
Q2 		$7.6M Sell
76,300
-3,372
-4% -$321K 0.98% 23
2023
Q1 		$7.7M Sell
79,672
-8,832
-10% -$883K 1.01% 22
2022
Q4 		$8.38M Buy
88,504
+3,830
+5% +$367K 1.16% 21
2022
Q3 		$7.38M Buy
84,674
+4,849
+6% +$471K 1.19% 21
2022
Q2 		$7.38M Buy
79,825
+467
+0.6% +$46.4K 1.13% 21
2022
Q1 		$8.56M Sell
79,358
-901
-1% -$97.2K 1.15% 22
2021
Q4 		$9.19M Buy
80,259
+2,246
+3% +$256K 1.22% 21
2021
Q3 		$8.77M Sell
78,013
-2,571
-3% -$283K 1.18% 23
2021
Q2 		$9.1M Sell
80,584
-20,214
-20% -$2.25M 1.25% 23
2021
Q1 		$10.9M Sell
100,798
-10,659
-10% -$1.12M 1.62% 16
2020
Q4 		$10.2M Buy
+111,457
New +$9.16M 1.77% 14

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mayflower Financial Advisors's IJR Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.85% in Q2 2026, selling an estimated $67.4K and leaving 57,328 shares worth $8.5M. The position accounts for 0.73% of the portfolio, ranked #33.

Mayflower Financial Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q1 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Mayflower Financial Advisors held 57,328 shares of iShares Core S&P Small-Cap ETF worth $8.5M as of Q2 2026.
  • Mayflower Financial Advisors sold 491 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $67.4K.
  • iShares Core S&P Small-Cap ETF made up 0.73% of Mayflower Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Mayflower Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $10.9M in Q1 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.