BWP
IJR icon

Bernardo Wealth Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bernardo Wealth Planning’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 		$343K Buy
2,312
+385
+20% +$52.8K 0.06% 101
2026
Q1 		$240K Hold
1,927
– – 0.05% 110
2025
Q4 		$232K Hold
1,927
– – 0.04% 116
2025
Q3 		$229K Sell
1,927
-31
-2% -$3.56K 0.04% 114
2025
Q2 		$214K Sell
1,958
-213
-10% -$22K 0.05% 114
2025
Q1 		$227K Sell
2,171
-111
-5% -$12.5K 0.05% 105
2024
Q4 		$258K Buy
2,282
+212
+10% +$25.3K 0.06% 98
2024
Q3 		$245K Sell
2,070
-68
-3% -$7.68K 0.06% 100
2024
Q2 		$228K Sell
2,138
-153
-7% -$16.4K 0.06% 92
2024
Q1 		$253K Buy
2,291
+6
+0.3% +$637 0.07% 86
2023
Q4 		$247K Sell
2,285
-147
-6% -$14.2K 0.08% 77
2023
Q3 		$229K Buy
2,432
+189
+8% +$18.9K 0.09% 75
2023
Q2 		$224K Sell
2,243
-46
-2% -$4.38K 0.09% 78
2023
Q1 		$221K Sell
2,289
-186
-8% -$18.6K 0.1% 79
2022
Q4 		$234K Sell
2,475
-15
-0.6% -$1.44K 0.11% 77
2022
Q3 		$229K Sell
2,490
-217
-8% -$21.1K 0.13% 75
2022
Q2 		$250K Sell
2,707
-2,187
-45% -$217K 0.14% 70
2022
Q1 		$528K Buy
4,894
+1,503
+44% +$162K 0.26% 47
2021
Q4 		$388K Sell
3,391
-50
-1% -$5.7K 0.19% 56
2021
Q3 		$375K Buy
3,441
+75
+2% +$8.26K 0.22% 54
2021
Q2 		$380K Buy
3,366
+209
+7% +$23.3K 0.23% 52
2021
Q1 		$342K Sell
3,157
-3,249
-51% -$340K 0.22% 55
2020
Q4 		$588K Buy
6,406
+337
+6% +$27.7K 0.23% 87
2020
Q3 		$426K Buy
6,069
+1,004
+20% +$72K 0.19% 93
2020
Q2 		$345K Sell
5,065
-4,307
-46% -$272K 0.19% 103
2020
Q1 		$525K Buy
9,372
+17
+0.2% +$1.27K 0.36% 68
2019
Q4 		$784K Buy
9,355
+1
+0% +$80 0.48% 46
2019
Q3 		$728K Sell
9,354
-483
-5% -$37.4K 0.53% 44
2019
Q2 		$770K Sell
9,837
-1,017
-9% -$79K 0.6% 40
2019
Q1 		$837K Sell
10,854
-386
-3% -$29.6K 0.66% 37
2018
Q4 		$779K Buy
+11,240
New +$869K 0.69% 36

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

Bernardo Wealth Planning's IJR Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, buying an estimated $52.8K and bringing the position to 2,312 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #101.

Bernardo Wealth Planning first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $837K in Q1 2019. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bernardo Wealth Planning held 2,312 shares of iShares Core S&P Small-Cap ETF worth $343K as of Q2 2026.
  • Bernardo Wealth Planning bought 385 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $52.8K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #101 holding.
  • Bernardo Wealth Planning first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's iShares Core S&P Small-Cap ETF position peaked at $837K in Q1 2019.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.