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

Members Wealth’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 		$340K Hold
2,292
– – 0.19% 87
2026
Q1 		$311K Sell
2,292
-165
-7% -$21K 0.19% 82
2025
Q4 		$315K Buy
2,457
+50
+2% +$5.98K 0.2% 80
2025
Q3 		$287K Buy
+2,407
New +$277K 0.18% 77
2025
Q1 		$287K Buy
2,744
+327
+14% +$36.9K 0.22% 81
2024
Q4 		$279K Buy
+2,417
New +$289K 0.21% 84
2024
Q2 		$270K Buy
+2,414
New +$258K 0.18% 86

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Members Wealth's IJR Position: Q2 2026 in Review

Members Wealth held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,292 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #87.

Members Wealth first reported a position in IJR in Q2 2024 and has held it in 7 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Members Wealth held 2,292 shares of iShares Core S&P Small-Cap ETF worth $340K as of Q2 2026.
  • Members Wealth left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.19% of Members Wealth's portfolio in Q2 2026, its #87 holding.
  • Members Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.