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Berkshire Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Berkshire Asset Management’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 		$960K Hold
7,725
– – 0.04% 134
2025
Q4 		$928K Sell
7,725
-579
-7% -$69.2K 0.04% 136
2025
Q3 		$987K Sell
8,304
-360
-4% -$41.4K 0.04% 146
2025
Q2 		$947K Sell
8,664
-200
-2% -$20.7K 0.04% 143
2025
Q1 		$919K Buy
8,864
+476
+6% +$53.7K 0.04% 143
2024
Q4 		$999K Hold
8,388
– – 0.05% 141
2024
Q3 		$895K Hold
8,388
– – 0.05% 141
2024
Q2 		$895K Sell
8,388
-50
-0.6% -$5.35K 0.04% 142
2024
Q1 		$933K Buy
8,438
+966
+13% +$103K 0.05% 127
2023
Q4 		$809K Hold
7,472
– – 0.05% 127
2023
Q3 		$705K Hold
7,472
– – 0.04% 129
2023
Q2 		$745K Sell
7,472
-379
-5% -$36.1K 0.04% 126
2023
Q1 		$759K Buy
7,851
+2,468
+46% +$247K 0.05% 123
2022
Q4 		$509K Buy
5,383
+200
+4% +$19.2K 0.03% 111
2022
Q3 		$452K Hold
5,183
– – 0.03% 139
2022
Q2 		$479K Buy
+5,183
New +$515K 0.03% 139
2022
Q1 		– Sell
-4,500
Closed -$515K – 211
2021
Q4 		$515K Sell
4,500
-273
-6% -$31.1K 0.03% 164
2021
Q3 		$521K Buy
4,773
+273
+6% +$30.1K 0.03% 162
2021
Q2 		$508K Buy
4,500
+250
+6% +$27.9K 0.03% 156
2021
Q1 		$461K Hold
4,250
– – 0.03% 157
2020
Q4 		$391K Buy
+4,250
New +$349K 0.03% 163
2020
Q2 		– Sell
-27,913
Closed -$1.57M – 181
2020
Q1 		$1.57M Sell
27,913
-14,949
-35% -$1.11M 0.16% 77
2019
Q4 		$3.59M Buy
42,862
+19,599
+84% +$1.58M 0.31% 54
2019
Q3 		$1.81M Buy
23,263
+3,070
+15% +$238K 0.16% 79
2019
Q2 		$1.58M Buy
20,193
+10,006
+98% +$777K 0.13% 87
2019
Q1 		$786K Buy
10,187
+2,182
+27% +$168K 0.07% 125
2018
Q4 		$555K Buy
8,005
+2,000
+33% +$155K 0.05% 134
2018
Q3 		$524K Buy
+6,005
New +$526K 0.04% 142

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

Berkshire Asset Management's IJR Position: Q1 2026 in Review

Berkshire Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 7,725 shares worth $960K. The position accounts for 0.04% of the portfolio, ranked #134.

Berkshire Asset Management first reported a position in IJR in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.59M in Q4 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Berkshire Asset Management held 7,725 shares of iShares Core S&P Small-Cap ETF worth $960K as of Q1 2026.
  • Berkshire Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Berkshire Asset Management's portfolio in Q1 2026, its #134 holding.
  • Berkshire Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 28 quarters since.
  • Berkshire Asset Management's iShares Core S&P Small-Cap ETF position peaked at $3.59M in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.