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Means Investment Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Means Investment Company’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 		$2.1M Sell
16,906
-231
-1% -$29.3K 0.18% 54
2025
Q4 		$2.06M Sell
17,137
-617
-3% -$73.8K 0.17% 59
2025
Q3 		$2.11M Sell
17,754
-1,456
-8% -$167K 0.18% 58
2025
Q2 		$2.1M Sell
19,210
-1,118
-5% -$116K 0.2% 55
2025
Q1 		$2.13M Sell
20,328
-21,739
-52% -$2.45M 0.23% 55
2024
Q4 		$4.85M Sell
42,067
-556
-1% -$66.4K 0.5% 36
2024
Q3 		$4.99M Sell
42,623
-2,442
-5% -$276K 0.55% 34
2024
Q2 		$4.81M Sell
45,065
-17,359
-28% -$1.86M 0.57% 32
2024
Q1 		$6.9M Sell
62,424
-15,592
-20% -$1.66M 0.89% 21
2023
Q4 		$8.45M Sell
78,016
-13,380
-15% -$1.29M 1.22% 19
2023
Q3 		$8.62M Sell
91,396
-17,750
-16% -$1.77M 1.41% 15
2023
Q2 		$10.9M Sell
109,146
-3,212
-3% -$306K 1.72% 13
2023
Q1 		$10.9M Sell
112,358
-2,402
-2% -$240K 1.91% 13
2022
Q4 		$10.9M Buy
114,760
+1,083
+1% +$104K 2.18% 10
2022
Q3 		$9.91M Sell
113,677
-2,090
-2% -$203K 2.15% 8
2022
Q2 		$10.7M Sell
115,767
-541
-0.5% -$53.8K 2.27% 8
2022
Q1 		$12.5M Buy
116,308
+3,085
+3% +$333K 2.27% 8
2021
Q4 		$13M Sell
113,223
-20
-0% -$2.28K 2.29% 10
2021
Q3 		$12.4M Buy
113,243
+5,509
+5% +$607K 2.44% 9
2021
Q2 		$12.2M Buy
107,734
+7,095
+7% +$791K 2.43% 8
2021
Q1 		$10.9M Buy
100,639
+1,823
+2% +$191K 2.49% 6
2020
Q4 		$10.5M Buy
98,816
+6,599
+7% +$542K 2.4% 6
2020
Q3 		$7.02M Buy
92,217
+4,331
+5% +$310K 1.93% 9
2020
Q2 		$6.65M Sell
87,886
-7,848
-8% -$495K 2.08% 8
2020
Q1 		$5.49M Buy
95,734
+4,330
+5% +$322K 2.12% 9
2019
Q4 		$7.8M Buy
91,404
+40,831
+81% +$3.29M 2.61% 7
2019
Q3 		$4.11M Buy
50,573
+1,025
+2% +$79.4K 1.55% 11
2019
Q2 		$3.85M Buy
49,548
+1,116
+2% +$86.6K 1.58% 11
2019
Q1 		$3.74M Buy
48,432
+8,148
+20% +$626K 1.64% 11
2018
Q4 		$2.79M Buy
+40,284
New +$3.11M 1.55% 13

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Means Investment Company's IJR Position: Q1 2026 in Review

Means Investment Company reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, selling an estimated $29.3K and leaving 16,906 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #54.

Means Investment Company first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q4 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Means Investment Company held 16,906 shares of iShares Core S&P Small-Cap ETF worth $2.1M as of Q1 2026.
  • Means Investment Company sold 231 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $29.3K.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Means Investment Company's portfolio in Q1 2026, its #54 holding.
  • Means Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's iShares Core S&P Small-Cap ETF position peaked at $13M in Q4 2021.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.