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

MJT & Associates Financial Advisory’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	$4.82M	Sell	32,517 -519	-2%	-$71.2K	3.19%	9
2026 Q1	$4.11M	Sell	33,036 -2,735	-8%	-$347K	3.01%	10
2025 Q4	$4.3M	Sell	35,771 -487	-1%	-$58.2K	3.21%	9
2025 Q3	$4.31M	Sell	36,258 -14,177	-28%	-$1.63M	3.5%	8
2025 Q2	$5.51M	Buy	50,435 +1,611	+3%	+$167K	6.84%	4
2025 Q1	$5.11M	Buy	+48,824	New	+$5.51M	4.9%	6

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MJT & Associates Financial Advisory's IJR Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $71.2K and leaving 32,517 shares worth $4.82M. The position accounts for 3.19% of the portfolio, ranked #9.

MJT & Associates Financial Advisory first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.51M in Q2 2025. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

MJT & Associates Financial Advisory held 32,517 shares of iShares Core S&P Small-Cap ETF worth $4.82M as of Q2 2026.
MJT & Associates Financial Advisory sold 519 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $71.2K.
iShares Core S&P Small-Cap ETF made up 3.19% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #9 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's iShares Core S&P Small-Cap ETF position peaked at $5.51M in Q2 2025.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.