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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
Q2 		$1.63M Buy
10,993
+1,632
+17% +$224K 0.05% 207
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 $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

BIP Wealth's IJR Position: Q2 2026 in Review

BIP Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, buying an estimated $224K and bringing the position to 10,993 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #207.

BIP Wealth first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • BIP Wealth held 10,993 shares of iShares Core S&P Small-Cap ETF worth $1.63M as of Q2 2026.
  • BIP Wealth bought 1,632 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $224K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #207 holding.
  • BIP Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.