MJP Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MJP Associates’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 Q1	$300K	Sell	2,415 -127	-5%	-$16.1K	0.04%	159
2025 Q4	$306K	Buy	2,542 +236	+10%	+$28.2K	0.04%	191
2025 Q3	$274K	Buy	2,306 +1	+0%	+$115	0.04%	204
2025 Q2	$252K	Buy	2,305 +256	+12%	+$26.5K	0.04%	197
2025 Q1	$214K	Buy	2,049 +85	+4%	+$9.59K	0.04%	208
2024 Q4	$226K	Hold	1,964	–	–	0.04%	207
2024 Q3	$230K	Sell	1,964 -273	-12%	-$30.8K	0.04%	186
2024 Q2	$239K	Sell	2,237 -9	-0.4%	-$963	0.05%	199
2024 Q1	$248K	Sell	2,246 -487	-18%	-$51.7K	0.05%	198
2023 Q4	$296K	Buy	+2,733	New	+$263K	0.08%	130

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return