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Monetary Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Monetary Solutions’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 		$4.6K Buy
+31
New +$4.25K ﹤0.01% 247
2026
Q1 		– Sell
-514
Closed -$61.8K – 321
2025
Q4 		$61.8K Buy
+514
New +$61.5K 0.06% 105

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Monetary Solutions's IJR Position: Q2 2026 in Review

Monetary Solutions opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 31 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: Monetary Solutions previously reported a position in IJR as recently as Q4 2025.

Monetary Solutions first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.8K in Q4 2025. 2,534 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Monetary Solutions held 31 shares of iShares Core S&P Small-Cap ETF worth $4.6K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Monetary Solutions position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #247 holding.
  • Monetary Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Monetary Solutions's iShares Core S&P Small-Cap ETF position peaked at $61.8K in Q4 2025.
  • 2,534 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.