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IJR
Showing 8 of 29 quarters

Position history for MAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 2M shares of IJR (ISHARES TR), worth $244.9M as of 2026-Q1. The position was decreased (-3.0% shares). IJR represents 1.4% of MAI Capital Management's portfolio.

Current Value

$244.9M

Current Shares

2M

Total Value Change

+$81.1M

Total Shares Change

+434,493

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2M
-3.0%
$244.9M1.4%$129.20
0
2025-Q4
Increased
2M
+1.2%
$244.2M1.4%$121.69
49
2025-Q3
Decreased
2M
-0.9%
$238.6M1.5%$118.03
0
2025-Q2
Increased
2M
+1.8%
$221.4M1.5%$108.58
49
2025-Q1
Increased
2M
+9.3%
$208.2M1.6%$102.76
53
2024-Q4
Increased
1.8M
+12.4%
$209.8M1.6%$113.25
54
2024-Q3
Increased
1.6M
+5.5%
$189.4M1.8%$113.75
51
2024-Q2
Increased
1.5M
+5.6%
$163.7M1.6%$103.63
51

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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