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

Midwest 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
Q2 		$4.54M Buy
30,580
+393
+1% +$53.9K 1.59% 18
2026
Q1 		$3.75M Sell
30,187
-413
-1% -$52.5K 1.6% 18
2025
Q4 		$3.68M Sell
30,600
-6,676
-18% -$798K 1.62% 19
2025
Q3 		$4.43M Buy
37,276
+395
+1% +$45.4K 2.11% 14
2025
Q2 		$4.03M Buy
36,881
+45
+0.1% +$4.65K 2.12% 14
2025
Q1 		$3.85M Buy
36,836
+5,026
+16% +$567K 2.24% 14
2024
Q4 		$3.67M Buy
31,810
+625
+2% +$74.7K 2.1% 15
2024
Q3 		$3.65M Buy
31,185
+769
+3% +$86.9K 2.14% 15
2024
Q2 		$3.24M Buy
30,416
+2,987
+11% +$320K 2.06% 14
2024
Q1 		$3.03M Buy
27,429
+24,411
+809% +$2.59M 2.04% 14
2023
Q4 		$327K Buy
3,018
+344
+13% +$33.2K 0.24% 84
2023
Q3 		$252K Buy
2,674
+133
+5% +$13.3K 0.21% 90
2023
Q2 		$253K Buy
2,541
+413
+19% +$39.3K 0.21% 89
2023
Q1 		$206K Buy
+2,128
New +$213K 0.19% 88

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Midwest Financial Group's IJR Position: Q2 2026 in Review

Midwest Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $53.9K and bringing the position to 30,580 shares worth $4.54M. The position accounts for 1.59% of the portfolio, ranked #18.

Midwest Financial Group first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Midwest Financial Group held 30,580 shares of iShares Core S&P Small-Cap ETF worth $4.54M as of Q2 2026.
  • Midwest Financial Group bought 393 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core S&P Small-Cap ETF made up 1.59% of Midwest Financial Group's portfolio in Q2 2026, its #18 holding.
  • Midwest Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.