BWM
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
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% -$9.82K 0.08% 140
2024
Q4 		$287K Buy
2,493
+74
+3% +$8.84K 0.09% 131
2024
Q3 		$283K Sell
2,419
-88
-4% -$9.94K 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 $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

BCGM Wealth Management's IJR Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.95% in Q2 2026, selling an estimated $2.61K and leaving 1,991 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #155.

BCGM Wealth Management first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $316K in Q4 2021. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • BCGM Wealth Management held 1,991 shares of iShares Core S&P Small-Cap ETF worth $295K as of Q2 2026.
  • BCGM Wealth Management sold 19 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.61K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of BCGM Wealth Management's portfolio in Q2 2026, its #155 holding.
  • BCGM Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $316K in Q4 2021.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.