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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSH Capital Advisors's IJR Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q1 2026, buying an estimated $137K and bringing the position to 43,805 shares worth $5.45M. The position accounts for 1.15% of the portfolio, ranked #18.

MSH Capital Advisors first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

MSH Capital Advisors held 43,805 shares of iShares Core S&P Small-Cap ETF worth $5.45M as of Q1 2026.
MSH Capital Advisors bought 1,082 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $137K.
iShares Core S&P Small-Cap ETF made up 1.15% of MSH Capital Advisors's portfolio in Q1 2026, its #18 holding.
MSH Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.