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

Montis Financial’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	$2.99M	Buy	24,087 +493	+2%	+$62.6K	0.62%	31
2025 Q4	$2.84M	Buy	23,594 +326	+1%	+$39K	0.56%	33
2025 Q3	$2.76M	Sell	23,268 -1,373	-6%	-$158K	0.64%	31
2025 Q2	$2.69M	Buy	24,641 +228	+0.9%	+$23.6K	0.75%	23
2025 Q1	$2.55M	Sell	24,413 -6,551	-21%	-$739K	0.75%	23
2024 Q4	$3.57M	Sell	30,964 -14,404	-32%	-$1.72M	1.1%	21
2024 Q3	$5.31M	Buy	+45,368	New	+$5.13M	1.89%	14

Other funds holding IJR

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Montis Financial's IJR Position: Q1 2026 in Review

Montis Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $62.6K and bringing the position to 24,087 shares worth $2.99M. The position accounts for 0.62% of the portfolio, ranked #31.

Montis Financial first reported a position in IJR in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q3 2024. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Montis Financial held 24,087 shares of iShares Core S&P Small-Cap ETF worth $2.99M as of Q1 2026.
Montis Financial bought 493 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $62.6K.
iShares Core S&P Small-Cap ETF made up 0.62% of Montis Financial's portfolio in Q1 2026, its #31 holding.
Montis Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Montis Financial's iShares Core S&P Small-Cap ETF position peaked at $5.31M in Q3 2024.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.