Morse Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Morse Asset Management’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	$1.19K	Hold	8	–	–	﹤0.01%	387
2026 Q1	$994	Hold	8	–	–	﹤0.01%	375
2025 Q4	$961	Hold	8	–	–	﹤0.01%	370
2025 Q3	$951	Hold	8	–	–	﹤0.01%	349
2025 Q2	$874	Hold	8	–	–	﹤0.01%	342
2025 Q1	$837	Hold	8	–	–	﹤0.01%	321
2024 Q4	$922	Hold	8	–	–	﹤0.01%	310
2024 Q3	$936	Buy	+8	New	+$904	﹤0.01%	318

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morse Asset Management's IJR Position: Q2 2026 in Review

Morse Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 8 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Morse Asset Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Morse Asset Management held 8 shares of iShares Core S&P Small-Cap ETF worth $1.19K as of Q2 2026.
Morse Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #387 holding.
Morse Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.