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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
Q2 		$404K Buy
2,726
+311
+13% +$42.7K 0.04% 141
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 $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

MJP Associates's IJR Position: Q2 2026 in Review

MJP Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, buying an estimated $42.7K and bringing the position to 2,726 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #141.

MJP Associates first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MJP Associates held 2,726 shares of iShares Core S&P Small-Cap ETF worth $404K as of Q2 2026.
  • MJP Associates bought 311 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $42.7K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of MJP Associates's portfolio in Q2 2026, its #141 holding.
  • MJP Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.