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Bellwether Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bellwether Advisors’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 		$7.26M Buy
48,973
+2,005
+4% +$275K 1.08% 24
2026
Q1 		$5.84M Buy
46,968
+1,974
+4% +$251K 0.99% 22
2025
Q4 		$5.41M Sell
44,994
-166
-0.4% -$19.9K 0.86% 25
2025
Q3 		$5.37M Sell
45,160
-78
-0.2% -$8.97K 0.89% 24
2025
Q2 		$4.94M Sell
45,238
-234
-0.5% -$24.2K 0.84% 32
2025
Q1 		$4.75M Buy
45,472
+200
+0.4% +$22.6K 0.99% 23
2024
Q4 		$5.22M Sell
45,272
-322
-0.7% -$38.5K 0.93% 21
2024
Q3 		$5.33M Sell
45,594
-193
-0.4% -$21.8K 1.02% 25
2024
Q2 		$4.88M Buy
45,787
+172
+0.4% +$18.4K 1.02% 24
2024
Q1 		$5.04M Sell
45,615
-36
-0.1% -$3.82K 1.11% 23
2023
Q4 		$4.94M Sell
45,651
-1,017
-2% -$98K 1.22% 23
2023
Q3 		$4.4M Sell
46,668
-361
-0.8% -$36.1K 1.2% 22
2023
Q2 		$4.69M Sell
47,029
-343
-0.7% -$32.7K 1.38% 14
2023
Q1 		$4.58M Sell
47,372
-1,952
-4% -$195K 1.25% 11
2022
Q4 		$4.67M Sell
49,324
-3,044
-6% -$292K 1.36% 10
2022
Q3 		$4.57M Sell
52,368
-7,660
-13% -$744K 1.51% 12
2022
Q2 		$5.55M Sell
60,028
-10,936
-15% -$1.09M 1.78% 10
2022
Q1 		$7.66M Sell
70,964
-313
-0.4% -$33.8K 2.28% 8
2021
Q4 		$8.16M Sell
71,277
-1,299
-2% -$148K 2.54% 7
2021
Q3 		$7.93M Sell
72,576
-1,170
-2% -$129K 2.64% 6
2021
Q2 		$8.33M Buy
73,746
+948
+1% +$106K 2.87% 5
2021
Q1 		$7.9M Buy
72,798
+1,838
+3% +$192K 3.13% 5
2020
Q4 		$6.52M Buy
+70,960
New +$5.83M 2.87% 10

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

Bellwether Advisors's IJR Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, buying an estimated $275K and bringing the position to 48,973 shares worth $7.26M. The position accounts for 1.08% of the portfolio, ranked #24.

Bellwether Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.33M in Q2 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bellwether Advisors held 48,973 shares of iShares Core S&P Small-Cap ETF worth $7.26M as of Q2 2026.
  • Bellwether Advisors bought 2,005 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $275K.
  • iShares Core S&P Small-Cap ETF made up 1.08% of Bellwether Advisors's portfolio in Q2 2026, its #24 holding.
  • Bellwether Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.33M in Q2 2021.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.