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

MPWM Advisory 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	$26.2K	Sell	177 -7	-4%	-$961	0.01%	256
2026 Q1	$22.8K	Sell	184 -317	-63%	-$40.3K	0.01%	261
2025 Q4	$60.2K	Buy	501 +2	+0.4%	+$239	0.03%	160
2025 Q3	$59.3K	Sell	499 -12	-2%	-$1.38K	0.04%	148
2025 Q2	$55.8K	Buy	511 +71	+16%	+$7.34K	0.04%	157
2025 Q1	$46K	Sell	440 -39	-8%	-$4.4K	0.03%	157
2024 Q4	$55.2K	Buy	+479	New	+$57.2K	0.04%	147

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

MPWM Advisory Solutions's IJR Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, selling an estimated $961 and leaving 177 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #256.

MPWM Advisory Solutions first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.2K in Q4 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

MPWM Advisory Solutions held 177 shares of iShares Core S&P Small-Cap ETF worth $26.2K as of Q2 2026.
MPWM Advisory Solutions sold 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
iShares Core S&P Small-Cap ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #256 holding.
MPWM Advisory Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Core S&P Small-Cap ETF position peaked at $60.2K in Q4 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.