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Mutual of America Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mutual of America Capital 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 		$3.61M Buy
24,309
+3,031
+14% +$416K 0.04% 564
2026
Q1 		$2.65M Buy
21,278
+868
+4% +$110K 0.03% 642
2025
Q4 		$2.45M Sell
20,410
-1,505
-7% -$180K 0.03% 725
2025
Q3 		$2.6M Sell
21,915
-3,355
-13% -$386K 0.03% 714
2025
Q2 		$2.76M Sell
25,270
-11,773
-32% -$1.22M 0.03% 690
2025
Q1 		$3.87M Sell
37,043
-5,284
-12% -$596K 0.04% 532
2024
Q4 		$4.88M Buy
42,327
+16,144
+62% +$1.93M 0.05% 456
2024
Q3 		$3.06M Sell
26,183
-5,509
-17% -$622K 0.03% 717
2024
Q2 		$3.38M Buy
31,692
+2,619
+9% +$280K 0.04% 653
2024
Q1 		$3.21M Sell
29,073
-2,686
-8% -$285K 0.03% 693
2023
Q4 		$3.44M Sell
31,759
-19,181
-38% -$1.85M 0.04% 650
2023
Q3 		$4.81M Buy
50,940
+27,794
+120% +$2.78M 0.06% 418
2023
Q2 		$2.31M Sell
23,146
-15,160
-40% -$1.44M 0.03% 841
2023
Q1 		$3.7M Buy
38,306
+18,925
+98% +$1.89M 0.04% 623
2022
Q4 		$1.83M Sell
19,381
-24,945
-56% -$2.39M 0.02% 926
2022
Q3 		$3.87M Buy
44,326
+13,144
+42% +$1.28M 0.05% 544
2022
Q2 		$2.88M Buy
31,182
+6,928
+29% +$689K 0.04% 715
2022
Q1 		$2.62M Sell
24,254
-2,864
-11% -$309K 0.03% 842
2021
Q4 		$3.1M Buy
27,118
+2,020
+8% +$230K 0.03% 805
2021
Q3 		$2.74M Sell
25,098
-6,283
-20% -$692K 0.03% 831
2021
Q2 		$3.54M Sell
31,381
-3,678
-10% -$410K 0.04% 717
2021
Q1 		$3.81M Buy
35,059
+10,689
+44% +$1.12M 0.04% 669
2020
Q4 		$2.24M Sell
24,370
-12,974
-35% -$1.07M 0.03% 862
2020
Q3 		$2.62M Buy
37,344
+25,233
+208% +$1.81M 0.04% 686
2020
Q2 		$827K Sell
12,111
-5,668
-32% -$358K 0.01% 1076
2020
Q1 		$998K Buy
17,779
+5,519
+45% +$411K 0.02% 987
2019
Q4 		$1.03M Buy
12,260
+3,223
+36% +$259K 0.01% 1080
2019
Q3 		$703K Buy
9,037
+4,575
+103% +$354K 0.01% 1100
2019
Q2 		$349K Sell
4,462
-8,727
-66% -$677K ﹤0.01% 1135
2019
Q1 		$1.02M Buy
13,189
+4,476
+51% +$344K 0.01% 1067
2018
Q4 		$604K Buy
8,713
+770
+10% +$59.5K 0.01% 1110
2018
Q3 		$693K Buy
+7,943
New +$696K 0.01% 1127

Other funds holding IJR

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mutual of America Capital Management's IJR Position: Q2 2026 in Review

Mutual of America Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $416K and bringing the position to 24,309 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #564.

Mutual of America Capital Management first reported a position in IJR in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.88M in Q4 2024. 2,313 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Mutual of America Capital Management held 24,309 shares of iShares Core S&P Small-Cap ETF worth $3.61M as of Q2 2026.
  • Mutual of America Capital Management bought 3,031 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $416K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Mutual of America Capital Management's portfolio in Q2 2026, its #564 holding.
  • Mutual of America Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Mutual of America Capital Management's iShares Core S&P Small-Cap ETF position peaked at $4.88M in Q4 2024.
  • 2,313 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.