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McIlrath & Eck’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McIlrath & Eck’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
Q1 		$696K Sell
5,596
-45
-0.8% -$5.72K 0.05% 115
2025
Q4 		$678K Sell
5,641
-300
-5% -$35.9K 0.06% 76
2025
Q3 		$706K Buy
5,941
+135
+2% +$15.5K 0.07% 67
2025
Q2 		$634K Buy
5,806
+19
+0.3% +$1.96K 0.07% 68
2025
Q1 		$605K Sell
5,787
-755
-12% -$85.2K 0.07% 67
2024
Q4 		$754K Buy
6,542
+34
+0.5% +$4.06K 0.1% 61
2024
Q3 		$761K Sell
6,508
-496
-7% -$56K 0.1% 57
2024
Q2 		$747K Sell
7,004
-120
-2% -$12.8K 0.11% 54
2024
Q1 		$787K Sell
7,124
-79
-1% -$8.39K 0.12% 51
2023
Q4 		$780K Buy
7,203
+1,122
+18% +$108K 0.14% 51
2023
Q3 		$574K Sell
6,081
-1,032
-15% -$103K 0.12% 61
2023
Q2 		$709K Buy
7,113
+98
+1% +$9.33K 0.15% 46
2023
Q1 		$678K Buy
7,015
+279
+4% +$27.9K 0.16% 45
2022
Q4 		$637K Buy
6,736
+1,394
+26% +$134K 0.16% 47
2022
Q3 		$466K Sell
5,342
-1,810
-25% -$176K 0.13% 52
2022
Q2 		$661K Buy
7,152
+6,124
+596% +$609K 0.21% 33
2022
Q1 		$111K Buy
1,028
+133
+15% +$14.4K 0.03% 125
2021
Q4 		$102K Sell
895
-17
-2% -$1.94K 0.03% 138
2021
Q3 		$100K Hold
912
– – 0.03% 128
2021
Q2 		$103K Sell
912
-21
-2% -$2.34K 0.03% 154
2021
Q1 		$101K Buy
933
+47
+5% +$4.92K 0.04% 123
2020
Q4 		$81K Hold
886
– – 0.03% 121
2020
Q3 		$62K Buy
+886
New +$63.5K 0.03% 129
2018
Q4 		– Sell
-784
Closed -$4K – 553
2018
Q3 		$4K Buy
784
+668
+576% +$58.5K ﹤0.01% 411
2018
Q2 		$0 Buy
116
+93
+404% +$7.58K ﹤0.01% 538
2018
Q1 		$0 Hold
23
– – ﹤0.01% 498
2017
Q4 		$2K Buy
+23
New +$1.73K ﹤0.01% 445

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McIlrath & Eck's IJR Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.8% in Q1 2026, selling an estimated $5.72K and leaving 5,596 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #115.

McIlrath & Eck first reported a position in IJR in Q4 2017 and has held it in 27 quarters since. The position peaked at $787K in Q1 2024. 2,756 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • McIlrath & Eck held 5,596 shares of iShares Core S&P Small-Cap ETF worth $696K as of Q1 2026.
  • McIlrath & Eck sold 45 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $5.72K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of McIlrath & Eck's portfolio in Q1 2026, its #115 holding.
  • McIlrath & Eck first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • McIlrath & Eck's iShares Core S&P Small-Cap ETF position peaked at $787K in Q1 2024.
  • 2,756 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.