MCF Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45M | Buy |
362,222
+25,153
| +7% | +$3.2M | 1.97% | 14 |
|
|
2025
Q4 | $40.5M | Buy |
337,069
+9,627
| +3% | +$1.15M | 2.24% | 12 |
|
|
2025
Q3 | $38.9M | Sell |
327,442
-1,340
| -0.4% | -$154K | 2.38% | 13 |
|
|
2025
Q2 | $35.9M | Buy |
328,782
+19,684
| +6% | +$2.03M | 2.38% | 13 |
|
|
2025
Q1 | $32.3M | Buy |
309,098
+13,027
| +4% | +$1.47M | 2.33% | 12 |
|
|
2024
Q4 | $34.1M | Sell |
296,071
-13,007
| -4% | -$1.55M | 2.39% | 11 |
|
|
2024
Q3 | $36.1M | Buy |
309,078
+13,186
| +4% | +$1.49M | 2.54% | 10 |
|
|
2024
Q2 | $31.6M | Buy |
295,892
+3,956
| +1% | +$423K | 2.39% | 12 |
|
|
2024
Q1 | $32.3M | Buy |
291,936
+3,737
| +1% | +$397K | 2.5% | 11 |
|
|
2023
Q4 | $31.2M | Buy |
288,199
+7,095
| +3% | +$684K | 2.55% | 11 |
|
|
2023
Q3 | $26.6M | Buy |
281,104
+1,259
| +0.4% | +$126K | 2.4% | 12 |
|
|
2023
Q2 | $27.9M | Buy |
279,845
+11,239
| +4% | +$1.07M | 2.52% | 11 |
|
|
2023
Q1 | $26M | Buy |
268,606
+16,562
| +7% | +$1.66M | 2.42% | 11 |
|
|
2022
Q4 | $23.9M | Buy |
252,044
+126
| +0.1% | +$12.1K | 2.44% | 11 |
|
|
2022
Q3 | $22M | Buy |
251,918
+2,793
| +1% | +$271K | 2.44% | 11 |
|
|
2022
Q2 | $23M | Buy |
249,125
+18,757
| +8% | +$1.87M | 2.43% | 11 |
|
|
2022
Q1 | $24.9M | Buy |
+230,368
| New | +$24.9M | 2.33% | 11 |
|
|
2021
Q4 | – | Sell |
-205,435
| Closed | -$22.4M | – | 342 |
|
|
2021
Q3 | $22.4M | Buy |
205,435
+7,686
| +4% | +$846K | 2.27% | 11 |
|
|
2021
Q2 | $22.3M | Buy |
197,749
+41,425
| +26% | +$4.62M | 2.31% | 12 |
|
|
2021
Q1 | $17M | Buy |
156,324
+26,343
| +20% | +$2.76M | 1.91% | 14 |
|
|
2020
Q4 | $11.9M | Sell |
129,981
-12,871
| -9% | -$1.06M | 1.43% | 13 |
|
|
2020
Q3 | $10M | Sell |
142,852
-2,354
| -2% | -$169K | 1.33% | 14 |
|
|
2020
Q2 | $9.92M | Sell |
145,206
-7,031
| -5% | -$444K | 1.38% | 14 |
|
|
2020
Q1 | $8.54M | Buy |
152,237
+46,381
| +44% | +$3.45M | 1.43% | 13 |
|
|
2019
Q4 | $8.88M | Sell |
105,856
-2,749
| -3% | -$221K | 1.35% | 16 |
|
|
2019
Q3 | $8.45M | Buy |
108,605
+465
| +0.4% | +$36K | 1.38% | 15 |
|
|
2019
Q2 | $8.46M | Buy |
108,140
+3,762
| +4% | +$292K | 1.4% | 14 |
|
|
2019
Q1 | $8.05M | Buy |
104,378
+3,788
| +4% | +$291K | 1.39% | 14 |
|
|
2018
Q4 | $6.97M | Buy |
100,590
+9,436
| +10% | +$729K | 1.33% | 15 |
|
|
2018
Q3 | $7.95M | Buy |
91,154
+82,789
| +990% | +$7.25M | 1.39% | 14 |
|
|
2018
Q2 | $698K | Buy |
8,365
+673
| +9% | +$54.8K | 0.13% | 53 |
|
|
2018
Q1 | $592K | Buy |
7,692
+1,389
| +22% | +$108K | 0.12% | 52 |
|
|
2017
Q4 | $484K | Buy |
6,303
+1,586
| +34% | +$120K | 0.09% | 66 |
|
|
2017
Q3 | $350K | Buy |
4,717
+2,682
| +132% | +$188K | 0.07% | 79 |
|
|
2017
Q2 | $143K | Buy |
2,035
+529
| +35% | +$36.6K | 0.03% | 133 |
|
|
2017
Q1 | $104K | Sell |
1,506
-72
| -5% | -$4.96K | 0.02% | 165 |
|
|
2016
Q4 | $109K | Buy |
1,578
+530
| +51% | +$34.2K | 0.02% | 141 |
|
|
2016
Q3 | $65K | Sell |
1,048
-548
| -34% | -$33.5K | 0.02% | 179 |
|
|
2016
Q2 | $93K | Buy |
1,596
+852
| +115% | +$48.6K | 0.02% | 160 |
|
|
2016
Q1 | $42K | Buy |
744
+164
| +28% | +$8.56K | 0.01% | 204 |
|
|
2015
Q4 | $32K | Sell |
580
-17,748
| -97% | -$1M | 0.01% | 214 |
|
|
2015
Q3 | $977K | Buy |
18,328
+18,308
| +91,540% | +$1.04M | 0.25% | 32 |
|
|
2015
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 424 |
|
|
2015
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 411 |
|
|
2014
Q4 | $1K | Sell |
20
-68
| -77% | -$3.71K | ﹤0.01% | 398 |
|
|
2014
Q3 | $5K | Sell |
88
-732
| -89% | -$39.8K | ﹤0.01% | 373 |
|
|
2014
Q2 | $45K | Sell |
820
-8,974
| -92% | -$485K | 0.01% | 184 |
|
|
2014
Q1 | $539K | Buy |
9,794
+9,774
| +48,870% | +$528K | 0.18% | 43 |
|
|
2013
Q4 | $1K | Sell |
20
-2,628
| -99% | -$137K | ﹤0.01% | 387 |
|
|
2013
Q3 | $146K | Buy |
2,648
+2,568
| +3,210% | +$124K | 0.08% | 99 |
|
|
2013
Q2 | $4K | Buy |
+80
| New | +$3.54K | ﹤0.01% | 271 |
|
Other funds holding IJR
MCF Advisors's IJR Position: Q1 2026 in Review
MCF Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q1 2026, buying an estimated $3.2M and bringing the position to 362,222 shares worth $45M. The position accounts for 1.97% of the portfolio, ranked #14.
MCF Advisors first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- MCF Advisors held 362,222 shares of iShares Core S&P Small-Cap ETF worth $45M as of Q1 2026.
- MCF Advisors bought 25,153 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.2M.
- iShares Core S&P Small-Cap ETF made up 1.97% of MCF Advisors's portfolio in Q1 2026, its #14 holding.
- MCF Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.