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

Mendota Financial Group’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	–	Sell	-18	Closed	-$2.16K	–	64
2025 Q4	$2.16K	Hold	18	–	–	﹤0.01%	97
2025 Q3	$2.14K	Hold	18	–	–	﹤0.01%	111
2025 Q2	$1.97K	Hold	18	–	–	﹤0.01%	94
2025 Q1	$1.88K	Hold	18	–	–	﹤0.01%	106
2024 Q4	$2.07K	Sell	18 -641	-97%	-$76.6K	﹤0.01%	293
2024 Q3	$77.1K	Hold	659	–	–	0.04%	137
2024 Q2	$70.3K	Sell	659 -236	-26%	-$25.3K	0.04%	147
2024 Q1	$98.9K	Hold	895	–	–	0.06%	130
2023 Q4	$96.9K	Buy	895 +641	+252%	+$61.8K	0.08%	148
2023 Q3	$24K	Hold	254	–	–	0.03%	169
2023 Q2	$25.3K	Buy	254 +18	+8%	+$1.71K	0.03%	165
2023 Q1	$25.5K	Hold	236	–	–	0.03%	182
2022 Q4	$22.3K	Buy	+236	New	+$22.6K	0.03%	171

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mendota Financial Group's IJR Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 18 shares — an estimated $2.16K sold.

Mendota Financial Group first reported a position in IJR in Q4 2022 and held it in 13 quarters. The position peaked at $98.9K in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Mendota Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 18 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.16K.
Mendota Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's iShares Core S&P Small-Cap ETF position peaked at $98.9K in Q1 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.