McAdam LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McAdam LLC’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	$8.71M	Buy	58,747 +3,615	+7%	+$496K	0.34%	34
2026 Q1	$6.85M	Buy	55,132 +3,443	+7%	+$437K	0.31%	37
2025 Q4	$6.21M	Buy	51,689 +2,048	+4%	+$245K	0.28%	45
2025 Q3	$5.9M	Sell	49,641 -1,048	-2%	-$121K	0.29%	46
2025 Q2	$5.54M	Buy	50,689 +5,779	+13%	+$597K	0.3%	46
2025 Q1	$4.7M	Sell	44,910 -69,265	-61%	-$7.82M	0.29%	45
2024 Q4	$13.2M	Buy	114,175 +3,319	+3%	+$397K	0.72%	25
2024 Q3	$13M	Buy	110,856 +108,668	+4,967%	+$12.3M	0.73%	23
2024 Q2	$233K	Buy	+2,188	New	+$234K	0.01%	277
2018 Q4	–	Sell	-10	Closed	-$1K	–	314
2018 Q3	$1K	Buy	+10	New	+$876	﹤0.01%	582

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

McAdam LLC's IJR Position: Q2 2026 in Review

McAdam LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q2 2026, buying an estimated $496K and bringing the position to 58,747 shares worth $8.71M. The position accounts for 0.34% of the portfolio, ranked #34.

McAdam LLC first reported a position in IJR in Q3 2018 and has held it in 10 quarters since. The position peaked at $13.2M in Q4 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

McAdam LLC held 58,747 shares of iShares Core S&P Small-Cap ETF worth $8.71M as of Q2 2026.
McAdam LLC bought 3,615 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $496K.
iShares Core S&P Small-Cap ETF made up 0.34% of McAdam LLC's portfolio in Q2 2026, its #34 holding.
McAdam LLC first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 10 quarters since.
McAdam LLC's iShares Core S&P Small-Cap ETF position peaked at $13.2M in Q4 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.