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

McCarter Private Wealth Services’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	$818K	Sell	5,515 -593	-10%	-$81.4K	0.28%	82
2026 Q1	$759K	Buy	6,108 +113	+2%	+$14.4K	0.33%	70
2025 Q4	$721K	Sell	5,995 -562	-9%	-$67.2K	0.32%	68
2025 Q3	$779K	Sell	6,557 -529	-7%	-$60.8K	0.4%	56
2025 Q2	$774K	Buy	+7,086	New	+$732K	0.44%	51

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

McCarter Private Wealth Services's IJR Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.7% in Q2 2026, selling an estimated $81.4K and leaving 5,515 shares worth $818K. The position accounts for 0.28% of the portfolio, ranked #82.

McCarter Private Wealth Services first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

McCarter Private Wealth Services held 5,515 shares of iShares Core S&P Small-Cap ETF worth $818K as of Q2 2026.
McCarter Private Wealth Services sold 593 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $81.4K.
iShares Core S&P Small-Cap ETF made up 0.28% of McCarter Private Wealth Services's portfolio in Q2 2026, its #82 holding.
McCarter Private Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.