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

MGO Private 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 Q1	–	Sell	-1,748	Closed	-$210K	–	41
2025 Q4	$210K	Sell	1,748 -9	-0.5%	-$1.08K	0.13%	64
2025 Q3	$209K	Buy	+1,757	New	+$202K	0.13%	65
2025 Q2	–	Sell	-2,408	Closed	-$252K	–	63
2025 Q1	$252K	Hold	2,408	–	–	0.18%	49
2024 Q4	$277K	Sell	2,408 -1,238	-34%	-$148K	0.2%	50
2024 Q3	$426K	Sell	3,646 -46	-1%	-$5.2K	0.3%	41
2024 Q2	$394K	Sell	3,692 -155	-4%	-$16.6K	0.25%	53
2024 Q1	$425K	Sell	3,847 -576	-13%	-$61.2K	0.27%	50
2023 Q4	$479K	Sell	4,423 -81	-2%	-$7.81K	0.33%	41
2023 Q3	$425K	Sell	4,504 -1,099	-20%	-$110K	0.32%	44
2023 Q2	$558K	Sell	5,603 -4,548	-45%	-$433K	0.42%	42
2023 Q1	$982K	Sell	10,151 -44,583	-81%	-$4.46M	0.77%	30
2022 Q4	$5.18M	Sell	54,734 -21,119	-28%	-$2.03M	2.36%	10
2022 Q3	$6.61M	Buy	+75,853	New	+$7.37M	3.15%	8

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MGO Private Wealth's IJR Position: Q1 2026 in Review

MGO Private Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 1,748 shares — an estimated $210K sold.

MGO Private Wealth first reported a position in IJR in Q3 2022 and held it in 13 quarters. The position peaked at $6.61M in Q3 2022. 2,751 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

MGO Private Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 1,748 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $210K.
MGO Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and held it in 13 quarters.
MGO Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $6.61M in Q3 2022.
2,751 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.