Burnham & Co LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Burnham & Co LLC’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	$57.8K	Buy	+390	New	+$53.5K	0.05%	108

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Burnham & Co LLC's IJR Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 390 shares worth $57.8K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

2,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Burnham & Co LLC held 390 shares of iShares Core S&P Small-Cap ETF worth $57.8K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Burnham & Co LLC position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Burnham & Co LLC's portfolio in Q2 2026, its #108 holding.
2,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.