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Miramar Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Miramar Capital’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 		$245K Hold
1,652
– – 0.05% 52
2026
Q1 		$205K Buy
+1,652
New +$210K 0.05% 54
2022
Q2 		– Sell
-2,699
Closed -$291K – 99
2022
Q1 		$291K Buy
+2,699
New +$291K 0.08% 89

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

Miramar Capital's IJR Position: Q2 2026 in Review

Miramar Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,652 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #52.

Miramar Capital first reported a position in IJR in Q1 2022 and has held it in 3 quarters since. The position peaked at $291K in Q1 2022. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Miramar Capital held 1,652 shares of iShares Core S&P Small-Cap ETF worth $245K as of Q2 2026.
  • Miramar Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Miramar Capital's portfolio in Q2 2026, its #52 holding.
  • Miramar Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Miramar Capital's iShares Core S&P Small-Cap ETF position peaked at $291K in Q1 2022.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Miramar Capital's 13F filing for Q2 2026, filed 27 Jul 2026.