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

Birchbrook’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 		$7.71M Sell
51,969
-1,309
-2% -$180K 3.62% 7
2026
Q1 		$6.62M Buy
53,278
+18,272
+52% +$2.32M 3.25% 9
2025
Q4 		$4.21M Sell
35,006
-671
-2% -$80.2K 2.1% 10
2025
Q3 		$4.24M Buy
35,677
+34
+0.1% +$3.91K 2.19% 10
2025
Q2 		$3.9M Buy
35,643
+862
+2% +$89.1K 2.09% 10
2025
Q1 		$3.64M Buy
34,781
+1,047
+3% +$118K 2.04% 10
2024
Q4 		$3.89M Sell
33,734
-795
-2% -$95K 2.21% 10
2024
Q3 		$4.04M Buy
34,529
+608
+2% +$68.7K 2.24% 10
2024
Q2 		$3.62M Sell
33,921
-574
-2% -$61.4K 2.17% 9
2024
Q1 		$3.81M Sell
34,495
-2,252
-6% -$239K 2.27% 9
2023
Q4 		$3.98M Buy
+36,747
New +$3.54M 2.62% 8

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Birchbrook's IJR Position: Q2 2026 in Review

Birchbrook reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $180K and leaving 51,969 shares worth $7.71M. The position accounts for 3.62% of the portfolio, ranked #7.

Birchbrook first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Birchbrook held 51,969 shares of iShares Core S&P Small-Cap ETF worth $7.71M as of Q2 2026.
  • Birchbrook sold 1,309 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $180K.
  • iShares Core S&P Small-Cap ETF made up 3.62% of Birchbrook's portfolio in Q2 2026, its #7 holding.
  • Birchbrook first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.