MCM
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Morton Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Morton Capital 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 		$329K Buy
2,217
+35
+2% +$4.8K 0.05% 115
2026
Q1 		$271K Buy
2,182
+333
+18% +$42.3K 0.04% 105
2025
Q4 		$222K Hold
1,849
– – 0.03% 114
2025
Q3 		$220K Hold
1,849
– – 0.04% 120
2025
Q2 		$202K Sell
1,849
-93
-5% -$9.61K 0.04% 121
2025
Q1 		$203K Sell
1,942
-294
-13% -$33.2K 0.04% 107
2024
Q4 		$258K Buy
2,236
+5
+0.2% +$597 0.05% 94
2024
Q3 		$261K Buy
+2,231
New +$252K 0.05% 90

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Morton Capital Management's IJR Position: Q2 2026 in Review

Morton Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, buying an estimated $4.8K and bringing the position to 2,217 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #115.

Morton Capital Management first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 965 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Morton Capital Management held 2,217 shares of iShares Core S&P Small-Cap ETF worth $329K as of Q2 2026.
  • Morton Capital Management bought 35 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #115 holding.
  • Morton Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 965 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.