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

BIP Wealth’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	$1.16M	Sell	9,361 -310	-3%	-$39.4K	0.05%	183
2025 Q4	$1.16M	Buy	9,671 +775	+9%	+$92.7K	0.04%	194
2025 Q3	$1.06M	Buy	8,896 +1,153	+15%	+$133K	0.05%	122
2025 Q2	$846K	Buy	7,743 +70	+0.9%	+$7.24K	0.05%	114
2025 Q1	$802K	Buy	7,673 +185	+2%	+$20.9K	0.05%	117
2024 Q4	$863K	Buy	7,488 +1,698	+29%	+$203K	0.06%	111
2024 Q3	$677K	Buy	5,790 +114	+2%	+$12.9K	0.05%	121
2024 Q2	$605K	Sell	5,676 -98	-2%	-$10.5K	0.05%	107
2024 Q1	$638K	Sell	5,774 -252	-4%	-$26.8K	0.05%	113
2023 Q4	$652K	Sell	6,026 -41	-0.7%	-$3.95K	0.05%	98
2023 Q3	$572K	Buy	6,067 +971	+19%	+$97K	0.05%	99
2023 Q2	$508K	Sell	5,096 -580	-10%	-$55.2K	0.04%	104
2023 Q1	$556K	Buy	+5,676	New	+$567K	0.06%	100

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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