Mission Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.4M | Sell |
598,235
-8,651
| -1% | -$1.1M | 1.53% | 11 |
|
|
2025
Q4 | $72.9M | Buy |
606,886
+25,457
| +4% | +$3.04M | 1.46% | 12 |
|
|
2025
Q3 | $69.1M | Sell |
581,429
-23,298
| -4% | -$2.68M | 1.37% | 11 |
|
|
2025
Q2 | $66.1M | Buy |
604,727
+71,389
| +13% | +$7.38M | 1.41% | 11 |
|
|
2025
Q1 | $55.8M | Buy |
533,338
+115,703
| +28% | +$13.1M | 1.37% | 12 |
|
|
2024
Q4 | $48.1M | Sell |
417,635
-5,720
| -1% | -$683K | 1.12% | 17 |
|
|
2024
Q3 | $49.5M | Buy |
423,355
+5,500
| +1% | +$621K | 1.2% | 15 |
|
|
2024
Q2 | $44.6M | Sell |
417,855
-31,160
| -7% | -$3.33M | 1.18% | 15 |
|
|
2024
Q1 | $49.6M | Buy |
449,015
+8,352
| +2% | +$887K | 1.31% | 12 |
|
|
2023
Q4 | $47.7M | Buy |
440,663
+38,671
| +10% | +$3.73M | 1.55% | 12 |
|
|
2023
Q3 | $37.9M | Sell |
401,992
-471
| -0.1% | -$47.1K | 1.41% | 14 |
|
|
2023
Q2 | $40.1M | Sell |
402,463
-6,889
| -2% | -$656K | 1.51% | 14 |
|
|
2023
Q1 | $39.6M | Sell |
409,352
-8,632
| -2% | -$863K | 1.66% | 12 |
|
|
2022
Q4 | $39.6M | Buy |
417,984
+58,632
| +16% | +$5.62M | 1.89% | 12 |
|
|
2022
Q3 | $31.3M | Sell |
359,352
-3,869
| -1% | -$376K | 1.66% | 13 |
|
|
2022
Q2 | $33.6M | Buy |
363,221
+12,853
| +4% | +$1.28M | 1.76% | 13 |
|
|
2022
Q1 | $37.8M | Buy |
350,368
+35,830
| +11% | +$3.87M | 1.75% | 14 |
|
|
2021
Q4 | $36M | Buy |
314,538
+3,238
| +1% | +$369K | 1.62% | 14 |
|
|
2021
Q3 | $34M | Sell |
311,300
-17,123
| -5% | -$1.89M | 1.73% | 14 |
|
|
2021
Q2 | $37.1M | Sell |
328,423
-10,167
| -3% | -$1.13M | 1.97% | 14 |
|
|
2021
Q1 | $36.7M | Sell |
338,590
-16,831
| -5% | -$1.76M | 2.13% | 13 |
|
|
2020
Q4 | $32.7M | Sell |
355,421
-12,936
| -4% | -$1.06M | 2.04% | 14 |
|
|
2020
Q3 | $25.9M | Sell |
368,357
-12,014
| -3% | -$861K | 1.94% | 14 |
|
|
2020
Q2 | $26M | Buy |
380,371
+3,959
| +1% | +$250K | 2.24% | 14 |
|
|
2020
Q1 | $21.1M | Buy |
376,412
+272,552
| +262% | +$20.3M | 2.33% | 14 |
|
|
2019
Q4 | $8.71M | Sell |
103,860
-3,081
| -3% | -$248K | 0.84% | 23 |
|
|
2019
Q3 | $8.32M | Sell |
106,941
-3,119
| -3% | -$242K | 0.89% | 23 |
|
|
2019
Q2 | $8.62M | Buy |
110,060
+3,991
| +4% | +$310K | 0.97% | 21 |
|
|
2019
Q1 | $8.18M | Buy |
106,069
+3,849
| +4% | +$296K | 0.95% | 20 |
|
|
2018
Q4 | $7.09M | Buy |
102,220
+46,125
| +82% | +$3.56M | 0.92% | 20 |
|
|
2018
Q3 | $4.89M | Buy |
56,095
+6,012
| +12% | +$527K | 0.64% | 25 |
|
|
2018
Q2 | $4.18M | Buy |
50,083
+34,465
| +221% | +$2.81M | 0.62% | 26 |
|
|
2018
Q1 | $1.2M | Buy |
15,618
+6,884
| +79% | +$536K | 0.19% | 61 |
|
|
2017
Q4 | $671K | Buy |
8,734
+2,385
| +38% | +$180K | 0.11% | 89 |
|
|
2017
Q3 | $471K | Buy |
6,349
+304
| +5% | +$21.3K | 0.09% | 102 |
|
|
2017
Q2 | $424K | Sell |
6,045
-122
| -2% | -$8.45K | 0.08% | 109 |
|
|
2017
Q1 | $427K | Buy |
6,167
+2,355
| +62% | +$162K | 0.08% | 107 |
|
|
2016
Q4 | $262K | Buy |
+3,812
| New | +$246K | 0.05% | 142 |
|
Other funds holding IJR
Mission Wealth Management's IJR Position: Q1 2026 in Review
Mission Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, selling an estimated $1.1M and leaving 598,235 shares worth $74.4M. The position accounts for 1.53% of the portfolio, ranked #11.
Mission Wealth Management first reported a position in IJR in Q4 2016 and has held it in 38 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Mission Wealth Management held 598,235 shares of iShares Core S&P Small-Cap ETF worth $74.4M as of Q1 2026.
- Mission Wealth Management sold 8,651 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.1M.
- iShares Core S&P Small-Cap ETF made up 1.53% of Mission Wealth Management's portfolio in Q1 2026, its #11 holding.
- Mission Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.