MBL Wealth
IJR icon

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

MBL 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
Q3 		$38M Buy
279,007
+9,583
+4% +$1.39M 2.27% 10
2026
Q2 		$40M Buy
269,424
+4,750
+2% +$652K 2.73% 8
2026
Q1 		$32.9M Buy
264,674
+8,142
+3% +$1.03M 2.49% 10
2025
Q4 		$30.8M Buy
256,532
+6,447
+3% +$771K 2.47% 10
2025
Q3 		$29.7M Sell
250,085
-1,274
-0.5% -$147K 2.6% 9
2025
Q2 		$27.5M Buy
251,359
+7,357
+3% +$760K 2.63% 10
2025
Q1 		$25.5M Buy
244,002
+33
+0% +$3.72K 2.58% 10
2024
Q4 		$28.1M Buy
243,969
+6,205
+3% +$741K 2.82% 9
2024
Q3 		$27.8M Buy
237,764
+532
+0.2% +$60.1K 2.99% 9
2024
Q2 		$25.3M Buy
237,232
+8,307
+4% +$889K 2.82% 9
2024
Q1 		$25.3M Buy
228,925
+513
+0.2% +$54.5K 2.87% 8
2023
Q4 		$24.7M Buy
228,412
+2,761
+1% +$266K 3.09% 8
2023
Q3 		$21.3M Buy
225,651
+6,696
+3% +$669K 3% 8
2023
Q2 		$21.8M Sell
218,955
-305
-0.1% -$29K 3.08% 8
2023
Q1 		$21.2M Buy
219,260
+738
+0.3% +$73.8K 3.32% 7
2022
Q4 		$20.7M Buy
218,522
+9,131
+4% +$876K 3.96% 6
2022
Q3 		$18.3M Buy
209,391
+23,813
+13% +$2.31M 3.94% 5
2022
Q2 		$17.1M Buy
185,578
+19,781
+12% +$1.97M 4.28% 4
2022
Q1 		$17.9M Buy
+165,797
New +$17.9M 4.36% 4
2021
Q3 		$12.6M Buy
+115,614
New +$12.7M 4.37% 6
2021
Q1 		$9.18M Buy
84,609
+5,225
+7% +$547K 3.2% 7
2020
Q4 		$7.3M Buy
+79,384
New +$6.52M 2.89% 9

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

MBL Wealth's IJR Position: Q3 2026 in Review

MBL Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q3 2026, buying an estimated $1.39M and bringing the position to 279,007 shares worth $38M. The position accounts for 2.27% of the portfolio, ranked #10.

MBL Wealth first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $40M in Q2 2026. 1,495 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • MBL Wealth held 279,007 shares of iShares Core S&P Small-Cap ETF worth $38M as of Q3 2026.
  • MBL Wealth bought 9,583 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.39M.
  • iShares Core S&P Small-Cap ETF made up 2.27% of MBL Wealth's portfolio in Q3 2026, its #10 holding.
  • MBL Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • MBL Wealth's iShares Core S&P Small-Cap ETF position peaked at $40M in Q2 2026.
  • 1,495 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.