McDonald Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McDonald Partners’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	$253K	Hold	1,708	–	–	0.06%	208
2026 Q1	$212K	Hold	1,708	–	–	0.05%	206
2025 Q4	$205K	Hold	1,708	–	–	0.06%	201
2025 Q3	$203K	Buy	+1,708	New	+$196K	0.06%	221
2025 Q1	–	Sell	-1,779	Closed	-$205K	–	244
2024 Q4	$205K	Buy	1,779 +1	+0.1%	+$119	0.05%	228
2024 Q3	$208K	Buy	+1,778	New	+$201K	0.05%	227
2023 Q1	–	Sell	-2,287	Closed	-$216K	–	236
2022 Q4	$216K	Buy	+2,287	New	+$219K	0.07%	211
2022 Q3	–	Sell	-37,870	Closed	-$3.5M	–	252
2022 Q2	$3.5M	Sell	37,870 -71	-0.2%	-$7.06K	0.89%	23
2022 Q1	$4.09M	Buy	37,941 +36,613	+2,757%	+$3.95M	0.89%	25
2021 Q4	$152K	Sell	1,328 -33,899	-96%	-$3.86M	0.14%	74
2021 Q3	$3.85M	Buy	35,227 +424	+1%	+$46.7K	0.9%	28
2021 Q2	$3.93M	Buy	34,803 +1,206	+4%	+$135K	0.93%	26
2021 Q1	$3.65M	Buy	33,597 +201	+0.6%	+$21K	0.94%	26
2020 Q4	$3.07M	Buy	+33,396	New	+$2.74M	0.86%	26

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

McDonald Partners's IJR Position: Q2 2026 in Review

McDonald Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,708 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #208.

McDonald Partners first reported a position in IJR in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.09M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

McDonald Partners held 1,708 shares of iShares Core S&P Small-Cap ETF worth $253K as of Q2 2026.
McDonald Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.06% of McDonald Partners's portfolio in Q2 2026, its #208 holding.
McDonald Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 14 quarters since.
McDonald Partners's iShares Core S&P Small-Cap ETF position peaked at $4.09M in Q1 2022.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.