BEI
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Benjamin Edwards Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Benjamin Edwards Inc’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 		$11.7M Buy
79,189
+2,184
+3% +$300K 0.11% 206
2026
Q1 		$9.58M Buy
77,005
+3,026
+4% +$384K 0.1% 216
2025
Q4 		$8.89M Buy
73,979
+1,258
+2% +$150K 0.1% 211
2025
Q3 		$8.65M Buy
72,721
+3,737
+5% +$430K 0.1% 208
2025
Q2 		$7.54M Sell
68,984
-3,629
-5% -$375K 0.1% 201
2025
Q1 		$7.59M Sell
72,613
-13,308
-15% -$1.5M 0.11% 195
2024
Q4 		$9.91M Buy
85,921
+3,906
+5% +$467K 0.14% 165
2024
Q3 		$9.6M Buy
82,015
+81,376
+12,735% +$9.19M 0.14% 169
2024
Q2 		$68K Buy
639
+42
+7% +$4.49K 0.01% 465
2024
Q1 		$66K Buy
597
+118
+25% +$12.5K 0.01% 452
2023
Q4 		$52K Buy
479
+55
+13% +$5.3K 0.01% 469
2023
Q3 		$40K Buy
424
+212
+100% +$21.2K 0.01% 472
2023
Q2 		$21K Sell
212
-11
-5% -$1.05K ﹤0.01% 534
2023
Q1 		$22K Sell
223
-170
-43% -$17K 0.01% 527
2022
Q4 		$37K Sell
393
-139
-26% -$13.3K 0.01% 439
2022
Q3 		$46K Buy
532
+52
+11% +$5.05K 0.01% 427
2022
Q2 		$44K Sell
480
-9
-2% -$895 0.01% 438
2022
Q1 		$53K Buy
489
+36
+8% +$3.88K 0.02% 447
2021
Q4 		$52K Buy
453
+14
+3% +$1.6K 0.02% 415
2021
Q3 		$48K Sell
439
-7
-2% -$771 0.03% 309
2021
Q2 		$50K Sell
446
-71
-14% -$7.92K 0.03% 274
2021
Q1 		$56K Sell
517
-14
-3% -$1.47K 0.04% 246
2020
Q4 		$49K Buy
531
+23
+5% +$1.89K 0.04% 248
2020
Q3 		$36K Buy
508
+15
+3% +$1.07K 0.03% 245
2020
Q2 		$34K Buy
493
+287
+139% +$18.1K 0.03% 230
2020
Q1 		$12K Buy
206
+143
+227% +$10.7K 0.01% 272
2019
Q4 		$5K Hold
63
– – 0.01% 256
2019
Q3 		$5K Sell
63
-5
-7% -$387 0.01% 257
2019
Q2 		$5K Buy
+68
New +$5.28K 0.01% 263

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

Benjamin Edwards Inc's IJR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $300K and bringing the position to 79,189 shares worth $11.7M. The position accounts for 0.11% of the portfolio, ranked #206.

Benjamin Edwards Inc first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Benjamin Edwards Inc held 79,189 shares of iShares Core S&P Small-Cap ETF worth $11.7M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,184 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $300K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Benjamin Edwards Inc's portfolio in Q2 2026, its #206 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.