BI
IJR icon

Beckerman Institutional’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beckerman Institutional’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 		$1.66M Hold
11,215
– – 0.79% 34
2026
Q1 		$1.39M Buy
11,215
+93
+0.8% +$11.8K 0.74% 37
2025
Q4 		$1.34M Sell
11,122
-43
-0.4% -$5.14K 0.75% 37
2025
Q3 		$1.33M Sell
11,165
-833
-7% -$95.8K 0.78% 37
2025
Q2 		$1.31M Sell
11,998
-1,164
-9% -$120K 0.87% 35
2025
Q1 		$1.38M Buy
13,162
+369
+3% +$41.6K 1% 28
2024
Q4 		$1.47M Buy
12,793
+910
+8% +$109K 1.18% 23
2024
Q3 		$1.39M Buy
+11,883
New +$1.34M 1.17% 25

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

Beckerman Institutional's IJR Position: Q2 2026 in Review

Beckerman Institutional held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 11,215 shares worth $1.66M. The position accounts for 0.79% of the portfolio, ranked #34.

Beckerman Institutional first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Beckerman Institutional held 11,215 shares of iShares Core S&P Small-Cap ETF worth $1.66M as of Q2 2026.
  • Beckerman Institutional left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.79% of Beckerman Institutional's portfolio in Q2 2026, its #34 holding.
  • Beckerman Institutional first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.