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

Bartlett & Co 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 		$82.1M Buy
603,244
+108,200
+22% +$13.7M 1.05% 28
2025
Q4 		$59.5M Buy
495,044
+19,526
+4% +$2.34M 0.78% 37
2025
Q3 		$56.5M Buy
475,518
+11,273
+2% +$1.3M 0.75% 39
2025
Q2 		$50.7M Buy
464,245
+26,698
+6% +$2.76M 0.71% 45
2025
Q1 		$45.8M Buy
437,547
+30,385
+7% +$3.43M 0.67% 48
2024
Q4 		$46.9M Buy
407,162
+13,926
+4% +$1.66M 0.68% 45
2024
Q3 		$46M Buy
393,236
+34,873
+10% +$3.94M 0.66% 47
2024
Q2 		$38.2M Buy
358,363
+8,841
+3% +$946K 0.58% 49
2024
Q1 		$38.6M Buy
349,522
+18,267
+6% +$1.94M 0.59% 51
2023
Q4 		$36.4M Sell
331,255
-238
-0.1% -$22.9K 0.59% 51
2023
Q3 		$31.4M Buy
331,493
+5,024
+2% +$502K 0.56% 53
2023
Q2 		$32.5M Buy
326,469
+16,943
+5% +$1.61M 0.56% 53
2023
Q1 		$29.9M Buy
309,526
+25,805
+9% +$2.58M 0.58% 53
2022
Q4 		$26.9M Buy
283,721
+73,625
+35% +$7.06M 0.54% 55
2022
Q3 		$18.3M Buy
210,096
+11,699
+6% +$1.14M 0.39% 66
2022
Q2 		$18.3M Buy
198,397
+20,821
+12% +$2.07M 0.37% 65
2022
Q1 		$19.2M Buy
177,576
+22,340
+14% +$2.41M 0.33% 72
2021
Q4 		$17.8M Buy
155,236
+29,466
+23% +$3.36M 0.3% 72
2021
Q3 		$13.7M Buy
125,770
+43,702
+53% +$4.81M 0.26% 79
2021
Q2 		$9.27M Buy
82,068
+14,650
+22% +$1.63M 0.18% 100
2021
Q1 		$7.32M Buy
67,418
+20,887
+45% +$2.19M 0.15% 107
2020
Q4 		$4.28M Buy
46,531
+23,962
+106% +$1.97M 0.09% 131
2020
Q3 		$1.59M Hold
22,569
– – 0.04% 170
2020
Q2 		$1.54M Buy
22,569
+1,387
+7% +$87.6K 0.04% 169
2020
Q1 		$1.19M Buy
21,182
+476
+2% +$35.5K 0.04% 181
2019
Q4 		$1.74M Sell
20,706
-601
-3% -$48.4K 0.04% 177
2019
Q3 		$1.66M Buy
21,307
+13,424
+170% +$1.04M 0.04% 177
2019
Q2 		$617K Hold
7,883
– – 0.02% 190
2019
Q1 		$608K Hold
7,883
– – 0.02% 192
2018
Q4 		$546K Sell
7,883
-975
-11% -$75.4K 0.02% 191
2018
Q3 		$775K Sell
8,858
-351
-4% -$30.7K 0.03% 182
2018
Q2 		$771K Buy
9,209
+701
+8% +$57.1K 0.03% 179
2018
Q1 		$655K Buy
+8,508
New +$662K 0.03% 180

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 $374B AUM 17.66% 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 $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's IJR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q1 2026, buying an estimated $13.7M and bringing the position to 603,244 shares worth $82.1M. The position accounts for 1.05% of the portfolio, ranked #28.

Bartlett & Co Wealth Management first reported a position in IJR in Q1 2018 and has held it in 33 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Bartlett & Co Wealth Management held 603,244 shares of iShares Core S&P Small-Cap ETF worth $82.1M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 108,200 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $13.7M.
  • iShares Core S&P Small-Cap ETF made up 1.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.