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

MGB Wealth Management’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
2025 Q4	$185K	Sell	1,541 -89	-5%	-$10.6K	0.05%	229
2025 Q3	$194K	Hold	1,630	–	–	0.05%	226
2025 Q2	$178K	Buy	1,630 +250	+18%	+$25.8K	0.06%	220
2025 Q1	$144K	Hold	1,380	–	–	0.05%	218
2024 Q4	$159K	Hold	1,380	–	–	0.05%	207
2024 Q3	$161K	Hold	1,380	–	–	0.06%	199
2024 Q2	$154K	Sell	1,380 -141	-9%	-$15.1K	0.06%	201
2024 Q1	$168K	Hold	1,521	–	–	0.07%	189
2023 Q4	$165K	Buy	+1,521	New	+$147K	0.08%	184

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

MGB Wealth Management's IJR Position: Q4 2025 in Review

MGB Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q4 2025, selling an estimated $10.6K and leaving 1,541 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #229.

MGB Wealth Management first reported a position in IJR in Q4 2023 and has held it in 9 quarters since. The position peaked at $194K in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

MGB Wealth Management held 1,541 shares of iShares Core S&P Small-Cap ETF worth $185K as of Q4 2025.
MGB Wealth Management sold 89 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $10.6K.
iShares Core S&P Small-Cap ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #229 holding.
MGB Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $194K in Q3 2025.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.