M
IJR icon

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

MOTCO’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 		$793K Sell
6,383
-642
-9% -$81.6K 0.07% 127
2025
Q4 		$844K Sell
7,025
-23
-0.3% -$2.75K 0.08% 133
2025
Q3 		$838K Buy
7,048
+11
+0.2% +$1.26K 0.08% 132
2025
Q2 		$776K Sell
7,037
-3,954
-36% -$409K 0.07% 129
2025
Q1 		$1.15M Buy
10,991
+1,316
+14% +$149K 0.12% 115
2024
Q4 		$1.11M Buy
9,675
+79
+0.8% +$9.44K 0.11% 114
2024
Q3 		$1.12M Buy
9,596
+2,698
+39% +$305K 0.11% 115
2024
Q2 		$736K Buy
6,898
+1,111
+19% +$119K 0.04% 176
2024
Q1 		$640K Sell
5,787
-81
-1% -$8.6K 0.04% 189
2023
Q4 		$635K Sell
5,868
-329
-5% -$31.7K 0.04% 182
2023
Q3 		$585K Sell
6,197
-108
-2% -$10.8K 0.04% 173
2023
Q2 		$628K Buy
6,305
+1,188
+23% +$113K 0.04% 171
2023
Q1 		$495K Buy
5,117
+81
+2% +$8.1K 0.03% 177
2022
Q4 		$477K Sell
5,036
-57
-1% -$5.47K 0.04% 174
2022
Q3 		$444K Buy
5,093
+632
+14% +$61.4K 0.04% 177
2022
Q2 		$412K Sell
4,461
-317
-7% -$31.5K 0.03% 175
2022
Q1 		$515K Sell
4,778
-110
-2% -$11.9K 0.03% 174
2021
Q4 		$559K Sell
4,888
-1,362
-22% -$155K 0.03% 169
2021
Q3 		$682K Buy
6,250
+60
+1% +$6.61K 0.04% 159
2021
Q2 		$699K Buy
6,190
+613
+11% +$68.4K 0.05% 157
2021
Q1 		$605K Sell
5,577
-495
-8% -$51.8K 0.04% 158
2020
Q4 		$558K Sell
6,072
-1,689
-22% -$139K 0.04% 159
2020
Q3 		$545K Buy
7,761
+146
+2% +$10.5K 0.04% 156
2020
Q2 		$520K Buy
7,615
+8
+0.1% +$505 0.04% 150
2020
Q1 		$426K Buy
7,607
+167
+2% +$12.4K 0.04% 154
2019
Q4 		$624K Sell
7,440
-113
-1% -$9.09K 0.05% 145
2019
Q3 		$587K Sell
7,553
-182
-2% -$14.1K 0.05% 152
2019
Q2 		$606K Sell
7,735
-22
-0.3% -$1.71K 0.06% 149
2019
Q1 		$598K Buy
7,757
+618
+9% +$47.5K 0.06% 145
2018
Q4 		$495K Buy
7,139
+153
+2% +$11.8K 0.05% 148
2018
Q3 		$609K Sell
6,986
-87
-1% -$7.62K 0.06% 145
2018
Q2 		$591K Sell
7,073
-855
-11% -$69.7K 0.06% 142
2018
Q1 		$610K Sell
7,928
-1,405
-15% -$109K 0.06% 141
2017
Q4 		$717K Sell
9,333
-225
-2% -$17K 0.07% 139
2017
Q3 		$710K Buy
9,558
+4
+0% +$280 0.07% 139
2017
Q2 		$670K Sell
9,554
-810
-8% -$56.1K 0.07% 143
2017
Q1 		$717K Buy
10,364
+700
+7% +$48.3K 0.08% 142
2016
Q4 		$665K Buy
9,664
+108
+1% +$6.96K 0.07% 142
2016
Q3 		$594K Buy
9,556
+4,420
+86% +$270K 0.07% 147
2016
Q2 		$299K Hold
5,136
– – 0.03% 168
2016
Q1 		$289K Sell
5,136
-960
-16% -$50.1K 0.03% 171
2015
Q4 		$335K Sell
6,096
-114
-2% -$6.42K 0.04% 161
2015
Q3 		$331K Buy
6,210
+212
+4% +$12K 0.04% 160
2015
Q2 		$353K Sell
5,998
-1,314
-18% -$77.7K 0.04% 163
2015
Q1 		$431K Sell
7,312
-64
-0.9% -$3.67K 0.05% 159
2014
Q4 		$420K Sell
7,376
-1,766
-19% -$96.4K 0.04% 166
2014
Q3 		$477K Buy
9,142
+336
+4% +$18.3K 0.05% 158
2014
Q2 		$493K Buy
8,806
+1,846
+27% +$99.8K 0.05% 150
2014
Q1 		$384K Sell
6,960
-2,924
-30% -$158K 0.04% 153
2013
Q4 		$539K Sell
9,884
-650
-6% -$34K 0.06% 143
2013
Q3 		$526K Sell
10,534
-340
-3% -$16.4K 0.06% 147
2013
Q2 		$492K Buy
+10,874
New +$482K 0.06% 147

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MOTCO's IJR Position: Q1 2026 in Review

MOTCO reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q1 2026, selling an estimated $81.6K and leaving 6,383 shares worth $793K. The position accounts for 0.07% of the portfolio, ranked #127.

MOTCO first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.15M in Q1 2025. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • MOTCO held 6,383 shares of iShares Core S&P Small-Cap ETF worth $793K as of Q1 2026.
  • MOTCO sold 642 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $81.6K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of MOTCO's portfolio in Q1 2026, its #127 holding.
  • MOTCO first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's iShares Core S&P Small-Cap ETF position peaked at $1.15M in Q1 2025.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.