MBL Wealth, LLC IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1845785
As of 2026-06-30, MBL Wealth, LLC reported 269.42K IJR (shares), valued at $39.96M, or 2.73% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 1.79%; reported value increased 21.45%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.73% | 269,424 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 2.49% | 264,674 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.47% | 256,532 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.60% | 250,085 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 2.63% | 251,359 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.59% | 244,002 | SEC filing ↗Filed May 21, 2025 |
| Q4 2024 | 2.82% | 243,969 | SEC filing ↗Filed Apr 21, 2025 |
| Q3 2024 | 3.00% | 237,764 | SEC filing ↗Filed Jan 8, 2025 |
| Q2 2024 | 2.83% | 237,232 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.88% | 228,925 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 3.09% | 228,412 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 3.00% | 225,651 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.00% | 225,651 | $21.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 3.09% | 228,412 | $24.73M | Shares increased 1.22%; reported value increased 16.16%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 2.88% | 228,925 | $25.30M | Shares increased 0.22%; reported value increased 2.33%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 2.83% | 237,232 | $25.30M | Shares increased 3.63%; reported value increased 0.01%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 3.00% | 237,764 | $27.81M | Shares increased 0.22%; reported value increased 9.90%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2025 |
| Q4 2024 | 2.82% | 243,969 | $28.11M | Shares increased 2.61%; reported value increased 1.08%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q1 2025 | 2.59% | 244,002 | $25.52M | Shares increased 0.01%; reported value decreased 9.23%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 21, 2025 |
| Q2 2025 | 2.63% | 251,359 | $27.47M | Shares increased 3.02%; reported value increased 7.66%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.60% | 250,085 | $29.72M | Shares decreased 0.51%; reported value increased 8.18%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 2.47% | 256,532 | $30.83M | Shares increased 2.58%; reported value increased 3.74%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.49% | 264,674 | $32.90M | Shares increased 3.17%; reported value increased 6.72%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.73% | 269,424 | $39.96M | Shares increased 1.79%; reported value increased 21.45%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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