BCGM Wealth Management
IJR icon

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

BCGM 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
Q3 		$388K Buy
2,852
+861
+43% +$125K 0.08% 137
2026
Q2 		$295K Sell
1,991
-19
-0.9% -$2.61K 0.06% 155
2026
Q1 		$250K Buy
2,010
+85
+4% +$10.8K 0.06% 165
2025
Q4 		$231K Sell
1,925
-490
-20% -$58.6K 0.06% 166
2025
Q3 		$287K Hold
2,415
– – 0.07% 150
2025
Q2 		$264K Buy
2,415
+9
+0.4% +$930 0.07% 146
2025
Q1 		$252K Sell
2,406
-87
-3% -$9.8K 0.08% 140
2024
Q4 		$287K Buy
2,493
+74
+3% +$8.84K 0.09% 131
2024
Q3 		$283K Sell
2,419
-88
-4% -$9.9K 0.09% 134
2024
Q2 		$267K Sell
2,507
-188
-7% -$20.1K 0.09% 133
2024
Q1 		$298K Buy
2,695
+7
+0.3% +$743 0.11% 118
2023
Q4 		$291K Buy
2,688
+19
+0.7% +$1.83K 0.12% 110
2023
Q3 		$252K Buy
2,669
+29
+1% +$2.9K 0.12% 107
2023
Q2 		$263K Buy
+2,640
New +$251K 0.12% 104
2023
Q1 		– Sell
-2,623
Closed -$248K – 104
2022
Q4 		$248K Sell
2,623
-235
-8% -$22.5K 0.12% 99
2022
Q3 		$271K Buy
2,858
+134
+5% +$13K 0.14% 92
2022
Q2 		$277K Sell
2,724
-63
-2% -$6.26K 0.14% 88
2022
Q1 		$277K Buy
2,787
+26
+0.9% +$2.81K 0.15% 90
2021
Q4 		$316K Buy
2,761
+3
+0.1% +$342 0.17% 85
2021
Q3 		$312K Buy
2,758
+64
+2% +$7.05K 0.17% 81
2021
Q2 		$297K Buy
2,694
+1
+0% +$112 0.18% 81
2021
Q1 		$288K Hold
2,693
– – 0.2% 80
2020
Q4 		$287K Buy
+2,693
New +$221K 0.2% 79

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BCGM Wealth Management's IJR Position: Q3 2026 in Review

BCGM Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 43% in Q3 2026, buying an estimated $125K and bringing the position to 2,852 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #137.

BCGM Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • BCGM Wealth Management held 2,852 shares of iShares Core S&P Small-Cap ETF worth $388K as of Q3 2026.
  • BCGM Wealth Management bought 861 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $125K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of BCGM Wealth Management's portfolio in Q3 2026, its #137 holding.
  • BCGM Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.