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Beirne Wealth Consulting Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beirne Wealth Consulting Services’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 		$16M Buy
108,001
+689
+0.6% +$94.6K 3.19% 10
2026
Q1 		$13.3M Buy
107,312
+54,187
+102% +$6.88M 3.77% 8
2025
Q4 		$6.39M Buy
53,125
+465
+0.9% +$55.6K 1.85% 15
2025
Q3 		$6.26M Buy
52,660
+444
+0.9% +$51.1K 1.5% 17
2025
Q2 		$5.71M Buy
52,216
+22,532
+76% +$2.33M 1.85% 15
2025
Q1 		$3.11M Sell
29,684
-57
-0.2% -$6.43K 1.11% 25
2024
Q4 		$3.43M Buy
29,741
+394
+1% +$47.1K 1.24% 23
2024
Q3 		$3.43M Buy
29,347
+2,936
+11% +$332K 1.21% 23
2024
Q2 		$2.82M Buy
26,411
+1,949
+8% +$209K 1.14% 25
2024
Q1 		$2.71M Buy
24,462
+349
+1% +$37.1K 1.15% 25
2023
Q4 		$2.61M Buy
24,113
+11,635
+93% +$1.12M 1.29% 19
2023
Q3 		$1.25M Hold
12,478
– – 0.99% 18
2023
Q2 		$1.25M Buy
12,478
+7,050
+130% +$671K 0.99% 18
2023
Q1 		$526K Sell
5,428
-130
-2% -$13K 0.37% 53
2022
Q4 		$528K Sell
5,558
-856
-13% -$82.1K 0.26% 54
2022
Q3 		$561K Sell
6,414
-528
-8% -$51.3K 0.21% 58
2022
Q2 		$642K Sell
6,942
-7,045
-50% -$701K 0.42% 42
2022
Q1 		$1.51M Sell
13,987
-154
-1% -$16.6K 0.84% 23
2021
Q4 		$1.61M Buy
14,141
+552
+4% +$62.9K 0.88% 21
2021
Q3 		$1.48M Sell
13,589
-5,223
-28% -$575K 0.84% 26
2021
Q2 		$2.13M Buy
18,812
+5,416
+40% +$604K 1.17% 19
2021
Q1 		$1.45M Sell
13,396
-649
-5% -$67.9K 0.85% 25
2020
Q4 		$1.29M Buy
+14,045
New +$1.15M 0.64% 29
2019
Q2 		– Sell
-4,907
Closed -$379K – 160
2019
Q1 		$379K Sell
4,907
-1,447
-23% -$111K 0.3% 111
2018
Q4 		$440K Buy
+6,354
New +$491K 0.37% 83

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

Beirne Wealth Consulting Services's IJR Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.64% in Q2 2026, buying an estimated $94.6K and bringing the position to 108,001 shares worth $16M. The position accounts for 3.19% of the portfolio, ranked #10.

Beirne Wealth Consulting Services first reported a position in IJR in Q4 2018 and has held it in 25 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Beirne Wealth Consulting Services held 108,001 shares of iShares Core S&P Small-Cap ETF worth $16M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 689 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $94.6K.
  • iShares Core S&P Small-Cap ETF made up 3.19% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #10 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.