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

Beaird Harris 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	$176K	Sell	1,189 -69	-5%	-$9.47K	0.01%	148
2026 Q1	$156K	Sell	1,258 -60	-5%	-$7.62K	0.01%	149
2025 Q4	$158K	Buy	1,318 +170	+15%	+$20.3K	0.01%	151
2025 Q3	$136K	Buy	1,148 +36	+3%	+$4.14K	0.01%	157
2025 Q2	$121K	Buy	1,112 +474	+74%	+$49K	0.01%	162
2025 Q1	$66.7K	Buy	638 +158	+33%	+$17.8K	0.01%	200
2024 Q4	$55.3K	Hold	480	–	–	﹤0.01%	219
2024 Q3	$56.1K	Buy	480 +6	+1%	+$678	﹤0.01%	224
2024 Q2	$50.6K	Buy	474 +85	+22%	+$9.09K	﹤0.01%	222
2024 Q1	$43K	Sell	389 -86	-18%	-$9.13K	﹤0.01%	212
2023 Q4	$51.4K	Buy	475 +350	+280%	+$33.7K	0.01%	185
2023 Q3	$11.8K	Sell	125 -65	-34%	-$6.49K	﹤0.01%	263
2023 Q2	$18.9K	Sell	190 -7	-4%	-$667	﹤0.01%	231
2023 Q1	$19.1K	Sell	197 -26	-12%	-$2.6K	﹤0.01%	229
2022 Q4	$21.1K	Sell	223 -173	-44%	-$16.6K	﹤0.01%	250
2022 Q3	$35K	Sell	396 -639	-62%	-$62.1K	0.01%	186
2022 Q2	$96K	Hold	1,035	–	–	0.03%	100
2022 Q1	$112K	Buy	1,035 +952	+1,147%	+$103K	0.04%	123
2021 Q4	$10K	Buy	+83	New	+$9.46K	﹤0.01%	403

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

Beaird Harris Wealth Management's IJR Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q2 2026, selling an estimated $9.47K and leaving 1,189 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #148.

Beaird Harris Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Beaird Harris Wealth Management held 1,189 shares of iShares Core S&P Small-Cap ETF worth $176K as of Q2 2026.
Beaird Harris Wealth Management sold 69 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.47K.
iShares Core S&P Small-Cap ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #148 holding.
Beaird Harris Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.