McCarthy & Cox’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McCarthy & Cox’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
2025 Q4	–	Sell	-1,785	Closed	-$212K	–	45
2025 Q3	$212K	Buy	+1,785	New	+$205K	0.05%	68

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

McCarthy & Cox's IJR Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,785 shares — an estimated $212K sold.

McCarthy & Cox first reported a position in IJR in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

McCarthy & Cox reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 1,785 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $212K.
McCarthy & Cox first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and held it in 1 quarter.
McCarthy & Cox's iShares Core S&P Small-Cap ETF position peaked at $212K in Q3 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.