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

Midland 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 Q1	$1.57M	Sell	12,651 -697	-5%	-$88.5K	0.08%	54
2025 Q4	$1.6M	Sell	13,348 -274	-2%	-$32.8K	0.08%	59
2025 Q3	$1.62M	Sell	13,622 -448	-3%	-$51.5K	0.09%	60
2025 Q2	$1.54M	Sell	14,070 -865	-6%	-$89.4K	0.09%	56
2025 Q1	$1.56M	Buy	14,935 +251	+2%	+$28.3K	0.09%	57
2024 Q4	$1.69M	Sell	14,684 -840	-5%	-$100K	0.1%	54
2024 Q3	$1.82M	Sell	15,524 -1,553	-9%	-$175K	0.11%	55
2024 Q2	$1.82M	Sell	17,077 -1,046	-6%	-$112K	0.11%	49
2024 Q1	$2M	Sell	18,123 -1,813	-9%	-$193K	0.12%	46
2023 Q4	$2.16M	Buy	+19,936	New	+$1.92M	0.15%	38

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

Midland Wealth Advisors's IJR Position: Q1 2026 in Review

Midland Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q1 2026, selling an estimated $88.5K and leaving 12,651 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #54.

Midland Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2023. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Midland Wealth Advisors held 12,651 shares of iShares Core S&P Small-Cap ETF worth $1.57M as of Q1 2026.
Midland Wealth Advisors sold 697 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $88.5K.
iShares Core S&P Small-Cap ETF made up 0.08% of Midland Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Midland Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $2.16M in Q4 2023.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.