Birch Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Birch Financial Group’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	$4.86M	Buy	32,772 +8,345	+34%	+$1.15M	2.5%	8
2026 Q1	$3.04M	Buy	24,427 +1,675	+7%	+$213K	1.77%	13
2025 Q4	$2.73M	Buy	22,752 +895	+4%	+$107K	1.56%	16
2025 Q3	$2.6M	Buy	21,857 +974	+5%	+$112K	1.53%	15
2025 Q2	$2.28M	Buy	20,883 +3,548	+20%	+$367K	1.83%	11
2025 Q1	$1.81M	Buy	17,335 +11,533	+199%	+$1.3M	1.61%	11
2024 Q4	$669K	Buy	+5,802	New	+$693K	0.75%	23

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Birch Financial Group's IJR Position: Q2 2026 in Review

Birch Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 34% in Q2 2026, buying an estimated $1.15M and bringing the position to 32,772 shares worth $4.86M. The position accounts for 2.5% of the portfolio, ranked #8.

Birch Financial Group first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,849 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Birch Financial Group held 32,772 shares of iShares Core S&P Small-Cap ETF worth $4.86M as of Q2 2026.
Birch Financial Group bought 8,345 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.15M.
iShares Core S&P Small-Cap ETF made up 2.5% of Birch Financial Group's portfolio in Q2 2026, its #8 holding.
Birch Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,849 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.