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Mechanics Financial Corp’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mechanics Financial Corp’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 		$4.83M Sell
38,831
-2,391
-6% -$304K 2.02% 14
2025
Q4 		$4.95M Buy
41,222
+231
+0.6% +$27.6K 1.83% 13
2025
Q3 		$4.87M Buy
40,991
+1,000
+3% +$115K 1.85% 13
2025
Q2 		$4.37M Sell
39,991
-1,353
-3% -$140K 1.86% 12
2025
Q1 		$4.32M Buy
41,344
+223
+0.5% +$25.2K 1.96% 10
2024
Q4 		$4.74M Sell
41,121
-627
-2% -$74.9K 2.13% 9
2024
Q3 		$4.88M Sell
41,748
-1,400
-3% -$158K 2.14% 9
2024
Q2 		$4.6M Sell
43,148
-1,463
-3% -$157K 2.36% 9
2024
Q1 		$4.93M Sell
44,611
-236
-0.5% -$25.1K 2.56% 7
2023
Q4 		$4.85M Sell
44,847
-10,069
-18% -$970K 2.73% 6
2023
Q3 		$5.18M Buy
54,916
+433
+0.8% +$43.3K 2.85% 6
2023
Q2 		$5.43M Sell
54,483
-293
-0.5% -$27.9K 2.95% 6
2023
Q1 		$5.3M Sell
54,776
-272
-0.5% -$27.2K 3.08% 6
2022
Q4 		$5.21M Buy
55,048
+2,290
+4% +$220K 3.11% 5
2022
Q3 		$4.6M Buy
52,758
+94
+0.2% +$9.13K 3% 5
2022
Q2 		$4.87M Sell
52,664
-41
-0.1% -$4.08K 2.92% 6
2022
Q1 		$5.69M Buy
52,705
+1,141
+2% +$123K 2.92% 6
2021
Q4 		$5.91M Buy
+51,564
New +$5.88M 2.79% 6

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

Mechanics Financial Corp's IJR Position: Q1 2026 in Review

Mechanics Financial Corp reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q1 2026, selling an estimated $304K and leaving 38,831 shares worth $4.83M. The position accounts for 2.02% of the portfolio, ranked #14.

Mechanics Financial Corp first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.91M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Mechanics Financial Corp held 38,831 shares of iShares Core S&P Small-Cap ETF worth $4.83M as of Q1 2026.
  • Mechanics Financial Corp sold 2,391 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $304K.
  • iShares Core S&P Small-Cap ETF made up 2.02% of Mechanics Financial Corp's portfolio in Q1 2026, its #14 holding.
  • Mechanics Financial Corp first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Mechanics Financial Corp's iShares Core S&P Small-Cap ETF position peaked at $5.91M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.