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MONECO Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MONECO Advisors’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 		$1.84M Buy
12,379
+2,377
+24% +$326K 0.11% 180
2026
Q1 		$1.24M Sell
10,002
-679
-6% -$86.3K 0.1% 185
2025
Q4 		$1.28M Buy
10,681
+958
+10% +$115K 0.1% 182
2025
Q3 		$1.16M Sell
9,723
-265
-3% -$30.5K 0.1% 186
2025
Q2 		$1.09M Sell
9,988
-1
-0% -$103 0.1% 185
2025
Q1 		$1.04M Sell
9,989
-16
-0.2% -$1.8K 0.11% 175
2024
Q4 		$1.15M Buy
10,005
+4,710
+89% +$563K 0.12% 161
2024
Q3 		$619K Sell
5,295
-656
-11% -$74.1K 0.08% 218
2024
Q2 		$635K Buy
5,951
+654
+12% +$70K 0.09% 203
2024
Q1 		$585K Buy
5,297
+54
+1% +$5.73K 0.09% 221
2023
Q4 		$568K Buy
5,243
+1,510
+40% +$146K 0.11% 201
2023
Q3 		$352K Buy
3,733
+176
+5% +$17.6K 0.1% 226
2023
Q2 		$354K Sell
3,557
-419
-11% -$39.9K 0.1% 225
2023
Q1 		$384K Sell
3,976
-587
-13% -$58.7K 0.11% 202
2022
Q4 		$432K Sell
4,563
-821
-15% -$78.7K 0.16% 148
2022
Q3 		$469K Sell
5,384
-35
-0.6% -$3.4K 0.19% 124
2022
Q2 		$501K Buy
5,419
+79
+1% +$7.86K 0.19% 121
2022
Q1 		$576K Sell
5,340
-538
-9% -$58.1K 0.21% 114
2021
Q4 		$617K Buy
5,878
+1,009
+21% +$115K 0.23% 106
2021
Q3 		$532K Buy
+4,869
New +$536K 0.21% 111
2021
Q2 		– Sell
-1,959
Closed -$213K – 232
2021
Q1 		$213K Buy
+1,959
New +$205K 0.1% 203

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

MONECO Advisors's IJR Position: Q2 2026 in Review

MONECO Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q2 2026, buying an estimated $326K and bringing the position to 12,379 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #180.

MONECO Advisors first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MONECO Advisors held 12,379 shares of iShares Core S&P Small-Cap ETF worth $1.84M as of Q2 2026.
  • MONECO Advisors bought 2,377 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $326K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of MONECO Advisors's portfolio in Q2 2026, its #180 holding.
  • MONECO Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.