Medallion Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Medallion Wealth Advisors’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	$640K	Buy	4,284 +144	+3%	+$19.8K	0.2%	110
2026 Q1	$516K	Sell	4,140 -48	-1%	-$6.1K	0.17%	124
2025 Q4	$504K	Sell	4,188 -275	-6%	-$32.9K	0.17%	123
2025 Q3	$531K	Sell	4,463 -576	-11%	-$66.2K	0.19%	118
2025 Q2	$560K	Sell	5,039 -197	-4%	-$20.4K	0.22%	109
2025 Q1	$550K	Sell	5,236 -50	-0.9%	-$5.64K	0.25%	96
2024 Q4	$608K	Buy	+5,286	New	+$632K	0.3%	82

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Medallion Wealth Advisors's IJR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 4,284 shares worth $640K. The position accounts for 0.2% of the portfolio, ranked #110.

Medallion Wealth Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Medallion Wealth Advisors held 4,284 shares of iShares Core S&P Small-Cap ETF worth $640K as of Q2 2026.
Medallion Wealth Advisors bought 144 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.8K.
iShares Core S&P Small-Cap ETF made up 0.2% of Medallion Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Medallion Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.