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

Mission Creek Capital Partners’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	$228K	Buy	+1,538	New	+$211K	0.04%	212
2026 Q1	–	Sell	-1,721	Closed	-$207K	–	229
2025 Q4	$207K	Sell	1,721 -94	-5%	-$11.2K	0.04%	202
2025 Q3	$216K	Sell	1,815 -25	-1%	-$2.88K	0.04%	194
2025 Q2	$201K	Buy	+1,840	New	+$190K	0.04%	196
2025 Q1	–	Sell	-3,139	Closed	-$362K	–	210
2024 Q4	$362K	Sell	3,139 -8	-0.3%	-$956	0.08%	174
2024 Q3	$368K	Buy	+3,147	New	+$356K	0.09%	173

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mission Creek Capital Partners's IJR Position: Q2 2026 in Review

Mission Creek Capital Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,538 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Mission Creek Capital Partners previously reported a position in IJR as recently as Q4 2025.

Mission Creek Capital Partners first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. The position peaked at $368K in Q3 2024. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mission Creek Capital Partners held 1,538 shares of iShares Core S&P Small-Cap ETF worth $228K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Mission Creek Capital Partners position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.04% of Mission Creek Capital Partners's portfolio in Q2 2026, its #212 holding.
Mission Creek Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
Mission Creek Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $368K in Q3 2024.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.