BHIA
IJR icon

Birch Hill Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Birch Hill Investment Advisors’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 		$31.7M Buy
213,825
+2,993
+1% +$411K 1.28% 24
2026
Q1 		$26.2M Sell
210,832
-841
-0.4% -$107K 1.18% 31
2025
Q4 		$25.4M Buy
211,673
+268
+0.1% +$32.1K 1.06% 31
2025
Q3 		$25.1M Sell
211,405
-28,989
-12% -$3.33M 1.06% 32
2025
Q2 		$26.3M Sell
240,394
-26,859
-10% -$2.78M 1.17% 27
2025
Q1 		$27.9M Buy
267,253
+2,801
+1% +$316K 1.33% 25
2024
Q4 		$30.5M Buy
264,452
+6,259
+2% +$748K 1.42% 26
2024
Q3 		$30.2M Buy
258,193
+24,817
+11% +$2.8M 1.42% 26
2024
Q2 		$24.9M Buy
233,376
+1,026
+0.4% +$110K 1.2% 30
2024
Q1 		$25.7M Buy
232,350
+55,718
+32% +$5.92M 1.25% 30
2023
Q4 		$19.1M Buy
176,632
+36,182
+26% +$3.49M 1.02% 32
2023
Q3 		$13.2M Sell
140,450
-2,761
-2% -$276K 0.79% 36
2023
Q2 		$14.3M Buy
143,211
+14,333
+11% +$1.36M 0.82% 35
2023
Q1 		$12.5M Buy
128,878
+13,515
+12% +$1.35M 0.77% 34
2022
Q4 		$10.9M Sell
115,363
-792
-0.7% -$76K 0.7% 35
2022
Q3 		$10.1M Sell
116,155
-11,417
-9% -$1.11M 0.68% 34
2022
Q2 		$11.8M Buy
127,572
+4,248
+3% +$422K 0.74% 35
2022
Q1 		$13.3M Buy
123,324
+14,427
+13% +$1.56M 0.71% 34
2021
Q4 		$12.5M Buy
108,897
+75,395
+225% +$8.59M 0.62% 35
2021
Q3 		$3.66M Buy
33,502
+34
+0.1% +$3.74K 0.2% 66
2021
Q2 		$3.78M Buy
33,468
+251
+0.8% +$28K 0.2% 66
2021
Q1 		$3.6M Buy
33,217
+689
+2% +$72.1K 0.21% 65
2020
Q4 		$2.99M Buy
32,528
+7,453
+30% +$612K 0.18% 65
2020
Q3 		$1.76M Buy
25,075
+4,742
+23% +$340K 0.12% 72
2020
Q2 		$1.39M Sell
20,333
-306
-1% -$19.3K 0.1% 78
2020
Q1 		$1.16M Sell
20,639
-26,124
-56% -$1.95M 0.1% 75
2019
Q4 		$3.92M Buy
46,763
+4,065
+10% +$327K 0.26% 53
2019
Q3 		$3.32M Sell
42,698
-1,352
-3% -$105K 0.24% 56
2019
Q2 		$3.45M Buy
44,050
+1,106
+3% +$85.9K 0.25% 55
2019
Q1 		$3.31M Buy
42,944
+1,329
+3% +$102K 0.25% 56
2018
Q4 		$2.88M Sell
41,615
-680
-2% -$52.6K 0.25% 55
2018
Q3 		$3.69M Buy
42,295
+17,950
+74% +$1.57M 0.27% 57
2018
Q2 		$2.03M Buy
24,345
+3,417
+16% +$278K 0.16% 70
2018
Q1 		$1.61M Buy
20,928
+7,571
+57% +$589K 0.13% 69
2017
Q4 		$1.03M Buy
13,357
+2,130
+19% +$161K 0.08% 79
2017
Q3 		$833K Sell
11,227
-140
-1% -$9.81K 0.07% 83
2017
Q2 		$797K Buy
11,367
+1,165
+11% +$80.7K 0.07% 82
2017
Q1 		$706K Buy
10,202
+7,142
+233% +$493K 0.06% 87
2016
Q4 		$210K Hold
3,060
– – 0.02% 120
2016
Q3 		$190K Buy
+3,060
New +$187K 0.02% 125

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Birch Hill Investment Advisors's IJR Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, buying an estimated $411K and bringing the position to 213,825 shares worth $31.7M. The position accounts for 1.28% of the portfolio, ranked #24.

Birch Hill Investment Advisors first reported a position in IJR in Q3 2016 and has held it in 40 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Birch Hill Investment Advisors held 213,825 shares of iShares Core S&P Small-Cap ETF worth $31.7M as of Q2 2026.
  • Birch Hill Investment Advisors bought 2,993 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $411K.
  • iShares Core S&P Small-Cap ETF made up 1.28% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Birch Hill Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.