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MTM Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MTM Investment 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 		$94.5K Hold
637
– – 0.03% 283
2026
Q1 		$79.2K Buy
637
+1
+0.2% +$127 0.03% 283
2025
Q4 		$76.5K Sell
636
-29
-4% -$3.47K 0.02% 291
2025
Q3 		$79.1K Sell
665
-300
-31% -$34.5K 0.03% 295
2025
Q2 		$105K Buy
965
+1
+0.1% +$103 0.04% 255
2025
Q1 		$101K Buy
964
+25
+3% +$2.82K 0.04% 209
2024
Q4 		$108K Buy
939
+69
+8% +$8.24K 0.04% 205
2024
Q3 		$101K Sell
870
-50
-5% -$5.65K 0.04% 212
2024
Q2 		$98.1K Buy
920
+31
+3% +$3.32K 0.04% 204
2024
Q1 		$98.3K Hold
889
– – 0.04% 205
2023
Q4 		$96.2K Hold
889
– – 0.04% 196
2023
Q3 		$83.9K Sell
889
-45
-5% -$4.5K 0.04% 193
2023
Q2 		$93.1K Hold
934
– – 0.05% 199
2023
Q1 		$90.3K Hold
934
– – 0.05% 201
2022
Q4 		$88.4K Hold
934
– – 0.05% 200
2022
Q3 		$81K Hold
934
– – 0.05% 196
2022
Q2 		$87K Sell
934
-21
-2% -$2.09K 0.05% 198
2022
Q1 		$103K Sell
955
-58
-6% -$6.26K 0.05% 207
2021
Q4 		$116K Sell
1,013
-18
-2% -$2.05K 0.06% 203
2021
Q3 		$113K Buy
1,031
+89
+9% +$9.8K 0.06% 186
2021
Q2 		$106K Sell
942
-7
-0.7% -$781 0.06% 189
2021
Q1 		$103K Sell
949
-169
-15% -$17.7K 0.06% 178
2020
Q4 		$103K Buy
+1,118
New +$91.9K 0.06% 168

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

MTM Investment Management's IJR Position: Q2 2026 in Review

MTM Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 637 shares worth $94.5K. The position accounts for 0.03% of the portfolio, ranked #283.

MTM Investment Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $116K in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MTM Investment Management held 637 shares of iShares Core S&P Small-Cap ETF worth $94.5K as of Q2 2026.
  • MTM Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.03% of MTM Investment Management's portfolio in Q2 2026, its #283 holding.
  • MTM Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's iShares Core S&P Small-Cap ETF position peaked at $116K in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.