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BBR Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BBR Partners’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 		$5.25M Buy
35,412
+33,451
+1,706% +$4.59M 0.25% 40
2026
Q1 		$244K Hold
1,961
– – 0.01% 226
2025
Q4 		$236K Buy
+1,961
New +$235K 0.01% 235
2024
Q2 		– Sell
-4,352
Closed -$481K – 240
2024
Q1 		$481K Buy
4,352
+421
+11% +$44.7K 0.04% 141
2023
Q4 		$426K Buy
3,931
+25
+0.6% +$2.41K 0.04% 114
2023
Q3 		$368K Hold
3,906
– – 0.04% 127
2023
Q2 		$389K Buy
3,906
+11
+0.3% +$1.05K 0.04% 110
2023
Q1 		$377K Buy
3,895
+12
+0.3% +$1.2K 0.04% 113
2022
Q4 		$368K Buy
3,883
+30
+0.8% +$2.88K 0.04% 121
2022
Q3 		$336K Hold
3,853
– – 0.04% 132
2022
Q2 		$356K Buy
3,853
+11
+0.3% +$1.09K 0.04% 159
2022
Q1 		$414K Sell
3,842
-638
-14% -$68.8K 0.04% 150
2021
Q4 		$513K Buy
4,480
+680
+18% +$77.5K 0.06% 118
2021
Q3 		$415K Hold
3,800
– – 0.03% 143
2021
Q2 		$429K Buy
3,800
+15
+0.4% +$1.67K 0.03% 129
2021
Q1 		$411K Hold
3,785
– – 0.03% 140
2020
Q4 		$348K Buy
3,785
+9
+0.2% +$739 0.03% 134
2020
Q3 		$265K Buy
3,776
+13
+0.3% +$932 0.02% 152
2020
Q2 		$257K Sell
3,763
-348
-8% -$22K 0.03% 137
2020
Q1 		$231K Buy
4,111
+257
+7% +$19.1K 0.03% 126
2019
Q4 		$323K Buy
3,854
+143
+4% +$11.5K 0.04% 143
2019
Q3 		$289K Buy
+3,711
New +$287K 0.04% 104

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BBR Partners's IJR Position: Q2 2026 in Review

BBR Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1,706% in Q2 2026, buying an estimated $4.59M and bringing the position to 35,412 shares worth $5.25M. The position accounts for 0.25% of the portfolio, ranked #40.

BBR Partners first reported a position in IJR in Q3 2019 and has held it in 22 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • BBR Partners held 35,412 shares of iShares Core S&P Small-Cap ETF worth $5.25M as of Q2 2026.
  • BBR Partners bought 33,451 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.59M.
  • iShares Core S&P Small-Cap ETF made up 0.25% of BBR Partners's portfolio in Q2 2026, its #40 holding.
  • BBR Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.