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 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 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

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

Midwest Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, selling an estimated $52.5K and leaving 30,187 shares worth $3.75M. The position accounts for 1.6% of the portfolio, ranked #18.

Midwest Financial Group first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.43M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Midwest Financial Group held 30,187 shares of iShares Core S&P Small-Cap ETF worth $3.75M as of Q1 2026.
Midwest Financial Group sold 413 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $52.5K.
iShares Core S&P Small-Cap ETF made up 1.6% of Midwest Financial Group's portfolio in Q1 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 13 quarters since.
Midwest Financial Group's iShares Core S&P Small-Cap ETF position peaked at $4.43M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.