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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
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 $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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Bellwether Advisors's IJR Position: Q1 2026 in Review

Bellwether Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q1 2026, buying an estimated $251K and bringing the position to 46,968 shares worth $5.84M. The position accounts for 0.99% of the portfolio, ranked #22.

Bellwether Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.33M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Bellwether Advisors held 46,968 shares of iShares Core S&P Small-Cap ETF worth $5.84M as of Q1 2026.
  • Bellwether Advisors bought 1,974 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $251K.
  • iShares Core S&P Small-Cap ETF made up 0.99% of Bellwether Advisors's portfolio in Q1 2026, its #22 holding.
  • Bellwether Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.33M in Q2 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.