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MSH Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MSH Capital Advisors’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 		$6.43M Sell
43,366
-439
-1% -$60.2K 1.12% 17
2026
Q1 		$5.45M Buy
43,805
+1,082
+3% +$137K 1.15% 18
2025
Q4 		$5.13M Buy
42,723
+783
+2% +$93.6K 1.1% 16
2025
Q3 		$4.98M Sell
41,940
-92
-0.2% -$10.6K 1.34% 16
2025
Q2 		$4.59M Sell
42,032
-1,279
-3% -$132K 1.32% 18
2025
Q1 		$4.53M Sell
43,311
-1,318
-3% -$149K 1.4% 18
2024
Q4 		$5.14M Buy
44,629
+2,698
+6% +$322K 1.62% 12
2024
Q3 		$4.9M Sell
41,931
-317
-0.8% -$35.8K 1.5% 16
2024
Q2 		$4.51M Buy
42,248
+1,729
+4% +$185K 1.51% 15
2024
Q1 		$4.48M Sell
40,519
-3,641
-8% -$387K 1.57% 14
2023
Q4 		$4.78M Sell
44,160
-1,409
-3% -$136K 1.79% 12
2023
Q3 		$4.3M Buy
45,569
+2,346
+5% +$234K 1.69% 13
2023
Q2 		$4.31M Sell
43,223
-1,718
-4% -$164K 1.58% 12
2023
Q1 		$4.35M Sell
44,941
-2,128
-5% -$213K 1.86% 10
2022
Q4 		$4.45M Sell
47,069
-1,106
-2% -$106K 2.01% 6
2022
Q3 		$4.2M Buy
48,175
+1,356
+3% +$132K 2.07% 7
2022
Q2 		$4.33M Buy
46,819
+4,156
+10% +$413K 2.01% 9
2022
Q1 		$4.6M Buy
42,663
+4,751
+13% +$513K 1.9% 9
2021
Q4 		$4.34M Buy
+37,912
New +$4.32M 1.94% 11

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MSH Capital Advisors's IJR Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $60.2K and leaving 43,366 shares worth $6.43M. The position accounts for 1.12% of the portfolio, ranked #17.

MSH Capital Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MSH Capital Advisors held 43,366 shares of iShares Core S&P Small-Cap ETF worth $6.43M as of Q2 2026.
  • MSH Capital Advisors sold 439 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Core S&P Small-Cap ETF made up 1.12% of MSH Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • MSH Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.