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 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

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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