MFS
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McNamara Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McNamara Financial 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 		$2.53M Sell
17,051
-297
-2% -$40.8K 0.44% 26
2026
Q1 		$2.16M Sell
17,348
-465
-3% -$59.1K 0.41% 26
2025
Q4 		$2.14M Sell
17,813
-34,138
-66% -$4.08M 0.41% 26
2025
Q3 		$6.17M Buy
51,951
+1,495
+3% +$172K 1.15% 15
2025
Q2 		$5.51M Buy
50,456
+5,495
+12% +$568K 1.09% 15
2025
Q1 		$4.7M Buy
44,961
+14,814
+49% +$1.67M 1.01% 17
2024
Q4 		$3.47M Sell
30,147
-10,744
-26% -$1.28M 0.82% 17
2024
Q3 		$4.78M Buy
40,891
+2,444
+6% +$276K 0.94% 16
2024
Q2 		$4.1M Buy
38,447
+7,908
+26% +$846K 0.87% 16
2024
Q1 		$3.38M Buy
30,539
+2,071
+7% +$220K 0.72% 16
2023
Q4 		$3.08M Buy
28,468
+3,285
+13% +$317K 0.69% 16
2023
Q3 		$2.38M Buy
25,183
+1,164
+5% +$116K 0.59% 16
2023
Q2 		$2.42M Buy
24,019
+3,420
+17% +$326K 0.58% 17
2023
Q1 		$1.99M Buy
20,599
+2,619
+15% +$262K 0.5% 17
2022
Q4 		$1.7M Buy
17,980
+2,914
+19% +$279K 0.45% 18
2022
Q3 		$1.31M Buy
15,066
+3,534
+31% +$343K 0.38% 20
2022
Q2 		$1.07M Buy
+11,532
New +$1.15M 0.3% 23
2015
Q1 		– Sell
-50
Closed -$3K – 104
2014
Q4 		$3K Buy
+50
New +$2.73K ﹤0.01% 188

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

McNamara Financial Services's IJR Position: Q2 2026 in Review

McNamara Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, selling an estimated $40.8K and leaving 17,051 shares worth $2.53M. The position accounts for 0.44% of the portfolio, ranked #26.

McNamara Financial Services first reported a position in IJR in Q4 2014 and has held it in 18 quarters since. The position peaked at $6.17M in Q3 2025. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • McNamara Financial Services held 17,051 shares of iShares Core S&P Small-Cap ETF worth $2.53M as of Q2 2026.
  • McNamara Financial Services sold 297 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.8K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of McNamara Financial Services's portfolio in Q2 2026, its #26 holding.
  • McNamara Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 18 quarters since.
  • McNamara Financial Services's iShares Core S&P Small-Cap ETF position peaked at $6.17M in Q3 2025.
  • 2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.