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BAM Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BAM Wealth Management’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
Q1 		– Sell
-4,087
Closed -$491K – 170
2025
Q4 		$491K Sell
4,087
-1,024
-20% -$122K 0.36% 71
2025
Q3 		$607K Buy
+5,111
New +$588K 0.47% 61

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAM Wealth Management's IJR Position: Q1 2026 in Review

BAM Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 4,087 shares — an estimated $491K sold.

BAM Wealth Management first reported a position in IJR in Q3 2025 and held it in 2 quarters. The position peaked at $607K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • BAM Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 4,087 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $491K.
  • BAM Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $607K in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.