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

Muirfield Wealth 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	$6.69M	Sell	53,778 -317	-0.6%	-$40.3K	4.92%	4
2025 Q4	$6.5M	Sell	54,095 -1,201	-2%	-$144K	4.77%	6
2025 Q3	$6.57M	Buy	55,296 +707	+1%	+$81.3K	4.87%	6
2025 Q2	$5.97M	Buy	54,589 +4,183	+8%	+$432K	4.75%	6
2025 Q1	$5.27M	Sell	50,406 -394	-0.8%	-$44.5K	4.48%	6
2024 Q4	$5.85M	Buy	50,800 +626	+1%	+$74.8K	4.83%	6
2024 Q3	$5.87M	Buy	50,174 +783	+2%	+$88.5K	4.99%	6
2024 Q2	$5.27M	Buy	49,391 +1,007	+2%	+$108K	4.94%	5
2024 Q1	$5.35M	Buy	48,384 +329	+0.7%	+$34.9K	5.15%	5
2023 Q4	$5.2M	Buy	+48,055	New	+$4.63M	5.51%	5

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

Muirfield Wealth Advisors's IJR Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.59% in Q1 2026, selling an estimated $40.3K and leaving 53,778 shares worth $6.69M. The position accounts for 4.92% of the portfolio, ranked #4.

Muirfield Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Muirfield Wealth Advisors held 53,778 shares of iShares Core S&P Small-Cap ETF worth $6.69M as of Q1 2026.
Muirfield Wealth Advisors sold 317 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $40.3K.
iShares Core S&P Small-Cap ETF made up 4.92% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Muirfield Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.