Markowski Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Markowski Investments’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	$2.52K	Buy	+17	New	+$2.33K	﹤0.01%	532

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Markowski Investments's IJR Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 17 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings.

2,542 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Markowski Investments held 17 shares of iShares Core S&P Small-Cap ETF worth $2.52K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Markowski Investments position in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #532 holding.
2,542 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.