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

Bernicke Wealth 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
Q2 		$2.58M Hold
17,409
– – 0.3% 28
2026
Q1 		$2.16M Sell
17,409
-95
-0.5% -$12.1K 0.28% 31
2025
Q4 		$2.1M Buy
+17,504
New +$2.09M 0.27% 31

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bernicke Wealth Management's IJR Position: Q2 2026 in Review

Bernicke Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 17,409 shares worth $2.58M. The position accounts for 0.3% of the portfolio, ranked #28.

Bernicke Wealth Management first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,542 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bernicke Wealth Management held 17,409 shares of iShares Core S&P Small-Cap ETF worth $2.58M as of Q2 2026.
  • Bernicke Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.3% of Bernicke Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Bernicke Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,542 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.