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

Mullooly Asset 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 Q1	$18.8M	Sell	151,182 -3,450	-2%	-$438K	6.94%	7
2025 Q4	$18.6M	Buy	154,632 +577	+0.4%	+$69K	6.8%	7
2025 Q3	$18.3M	Buy	154,055 +979	+0.6%	+$113K	7.02%	7
2025 Q2	$16.7M	Sell	153,076 -1,052	-0.7%	-$109K	7.02%	7
2025 Q1	$16.1M	Buy	+154,128	New	+$17.4M	7.31%	7

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

Mullooly Asset Management's IJR Position: Q1 2026 in Review

Mullooly Asset Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q1 2026, selling an estimated $438K and leaving 151,182 shares worth $18.8M. The position accounts for 6.94% of the portfolio, ranked #7.

Mullooly Asset Management first reported a position in IJR in Q1 2025 and has held it in 5 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Mullooly Asset Management held 151,182 shares of iShares Core S&P Small-Cap ETF worth $18.8M as of Q1 2026.
Mullooly Asset Management sold 3,450 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $438K.
iShares Core S&P Small-Cap ETF made up 6.94% of Mullooly Asset Management's portfolio in Q1 2026, its #7 holding.
Mullooly Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.