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

BCS 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	$1.28M	Buy	8,613 +6,239	+263%	+$856K	0.23%	91
2026 Q1	$295K	Sell	2,374 -2,396	-50%	-$304K	0.06%	212
2025 Q4	$573K	Buy	4,770 +2,363	+98%	+$283K	0.06%	209
2025 Q3	$286K	Buy	2,407 +1	+0%	+$115	0.06%	199
2025 Q2	$263K	Buy	2,406 +335	+16%	+$34.6K	0.06%	215
2025 Q1	$217K	Sell	2,071 -100	-5%	-$11.3K	0.06%	233
2024 Q4	$250K	Buy	+2,171	New	+$259K	0.06%	218
2024 Q2	–	Sell	-2,174	Closed	-$240K	–	180
2024 Q1	$240K	Buy	2,174 +1	+0%	+$106	0.08%	211
2023 Q4	$235K	Buy	2,173 +1	+0%	+$96	0.09%	192
2023 Q3	$205K	Buy	+2,172	New	+$217K	0.09%	192
2023 Q2	–	Sell	-2,171	Closed	-$210K	–	133
2023 Q1	$210K	Buy	+2,171	New	+$217K	0.09%	150

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BCS Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 263% in Q2 2026, buying an estimated $856K and bringing the position to 8,613 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #91.

BCS Wealth Management first reported a position in IJR in Q1 2023 and has held it in 11 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

BCS Wealth Management held 8,613 shares of iShares Core S&P Small-Cap ETF worth $1.28M as of Q2 2026.
BCS Wealth Management bought 6,239 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $856K.
iShares Core S&P Small-Cap ETF made up 0.23% of BCS Wealth Management's portfolio in Q2 2026, its #91 holding.
BCS Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.