Mitchell McLeod Pugh & Williams’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mitchell McLeod Pugh & Williams’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	$415K	Buy	2,795 +556	+25%	+$76.3K	0.05%	232
2026 Q1	$278K	Buy	2,239 +180	+9%	+$22.9K	0.04%	252
2025 Q4	$272K	Buy	+2,059	New	+$246K	0.04%	255
2022 Q4	–	Sell	-2,478	Closed	-$216K	–	254
2022 Q3	$216K	Buy	+2,478	New	+$241K	0.08%	213

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 22.9% 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

Mitchell McLeod Pugh & Williams's IJR Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q2 2026, buying an estimated $76.3K and bringing the position to 2,795 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #232.

Mitchell McLeod Pugh & Williams first reported a position in IJR in Q3 2022 and has held it in 4 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mitchell McLeod Pugh & Williams held 2,795 shares of iShares Core S&P Small-Cap ETF worth $415K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 556 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $76.3K.
iShares Core S&P Small-Cap ETF made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #232 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 4 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.