Mullaney, Keating & Wright’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mullaney, Keating & Wright’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	$3.48M	Sell	23,459 -102	-0.4%	-$14K	1.68%	15
2026 Q1	$2.93M	Sell	23,561 -2,733	-10%	-$347K	1.59%	16
2025 Q4	$3.16M	Buy	26,294 +350	+1%	+$41.9K	1.67%	15
2025 Q3	$3.08M	Sell	25,944 -83	-0.3%	-$9.55K	1.71%	14
2025 Q2	$2.84M	Sell	26,027 -159	-0.6%	-$16.4K	1.86%	14
2025 Q1	$2.74M	Buy	26,186 +92	+0.4%	+$10.4K	1.84%	14
2024 Q4	$3.01M	Buy	26,094 +4,991	+24%	+$596K	2.03%	10
2024 Q3	$2.47M	Buy	21,103 +1,960	+10%	+$221K	1.71%	10
2024 Q2	$2.04M	Buy	+19,143	New	+$2.05M	1.58%	10

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

Mullaney, Keating & Wright's IJR Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.43% in Q2 2026, selling an estimated $14K and leaving 23,459 shares worth $3.48M. The position accounts for 1.68% of the portfolio, ranked #15.

Mullaney, Keating & Wright first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mullaney, Keating & Wright held 23,459 shares of iShares Core S&P Small-Cap ETF worth $3.48M as of Q2 2026.
Mullaney, Keating & Wright sold 102 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14K.
iShares Core S&P Small-Cap ETF made up 1.68% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #15 holding.
Mullaney, Keating & Wright first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.