William Mack & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

William Mack & Associates’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	$324K	Buy	+2,187	New	+$300K	0.11%	73
2026 Q1	–	Sell	-1,690	Closed	-$203K	–	80
2025 Q4	$203K	Buy	+1,690	New	+$202K	0.1%	90
2025 Q1	–	Sell	-1,955	Closed	-$225K	–	72
2024 Q4	$225K	Buy	+1,955	New	+$234K	0.24%	60

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

William Mack & Associates's IJR Position: Q2 2026 in Review

William Mack & Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,187 shares worth $324K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in IJR as recently as Q4 2025.

William Mack & Associates first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

William Mack & Associates held 2,187 shares of iShares Core S&P Small-Cap ETF worth $324K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new William Mack & Associates position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of William Mack & Associates's portfolio in Q2 2026, its #73 holding.
William Mack & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.