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

Mine & Arao Wealth Creation & 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
2026
Q2 		$2.96M Buy
19,979
+169
+0.9% +$23.2K 1.07% 14
2026
Q1 		$2.46M Sell
19,810
-1
-0% -$127 1.03% 16
2025
Q4 		$2.38M Buy
19,811
+44
+0.2% +$5.26K 0.93% 17
2025
Q3 		$2.35M Buy
19,767
+27
+0.1% +$3.1K 0.95% 17
2025
Q2 		$2.16M Sell
19,740
-92
-0.5% -$9.51K 0.96% 17
2025
Q1 		$2.07M Sell
19,832
-107
-0.5% -$12.1K 1.01% 15
2024
Q4 		$2.3M Sell
19,939
-615
-3% -$73.5K 1.05% 15
2024
Q3 		$2.4M Buy
20,554
+216
+1% +$24.4K 1.12% 14
2024
Q2 		$2.17M Buy
20,338
+128
+0.6% +$13.7K 1.06% 15
2024
Q1 		$2.23M Sell
20,210
-116
-0.6% -$12.3K 1.11% 14
2023
Q4 		$2.2M Sell
20,326
-234
-1% -$22.6K 1.19% 14
2023
Q3 		$1.94M Sell
20,560
-113
-0.5% -$11.3K 1.18% 14
2023
Q2 		$2.06M Sell
20,673
-159
-0.8% -$15.1K 1.2% 14
2023
Q1 		$2.01M Sell
20,832
-123
-0.6% -$12.3K 1.29% 13
2022
Q4 		$1.98M Buy
20,955
+109
+0.5% +$10.5K 1.47% 13
2022
Q3 		$1.82M Sell
20,846
-100
-0.5% -$9.71K 1.34% 13
2022
Q2 		$1.94M Buy
20,946
+551
+3% +$54.8K 1.36% 12
2022
Q1 		$2.2M Buy
20,395
+222
+1% +$24K 1.29% 13
2021
Q4 		$2.31M Buy
20,173
+1,489
+8% +$170K 1.27% 12
2021
Q3 		$2.04M Hold
18,684
– – 1.22% 13
2021
Q2 		$2.11M Buy
18,684
+615
+3% +$68.6K 1.27% 13
2021
Q1 		$1.96M Buy
18,069
+361
+2% +$37.8K 1.31% 12
2020
Q4 		$1.63M Sell
17,708
-167
-0.9% -$13.7K 1.17% 12
2020
Q3 		$1.25M Buy
17,875
+749
+4% +$53.7K 1.03% 13
2020
Q2 		$1.17M Buy
17,126
+44
+0.3% +$2.78K 1.1% 14
2020
Q1 		$958K Buy
17,082
+575
+3% +$42.8K 1.11% 13
2019
Q4 		$1.38M Buy
+16,507
New +$1.33M 1.3% 13

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IJR Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.85% in Q2 2026, buying an estimated $23.2K and bringing the position to 19,979 shares worth $2.96M. The position accounts for 1.07% of the portfolio, ranked #14.

Mine & Arao Wealth Creation & Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 19,979 shares of iShares Core S&P Small-Cap ETF worth $2.96M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 169 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Core S&P Small-Cap ETF made up 1.07% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #14 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.