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

Birchcreek Wealth Management’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 		$1.33M Sell
8,996
-36
-0.4% -$4.94K 0.52% 37
2026
Q1 		$1.12M Buy
9,032
+609
+7% +$77.4K 0.54% 35
2025
Q4 		$1.01M Buy
8,423
+60
+0.7% +$7.18K 0.5% 38
2025
Q3 		$994K Sell
8,363
-107
-1% -$12.3K 0.51% 37
2025
Q2 		$926K Sell
8,470
-673
-7% -$69.6K 0.52% 39
2025
Q1 		$956K Sell
9,143
-1,130
-11% -$128K 0.6% 35
2024
Q4 		$1.18M Sell
10,273
-5,448
-35% -$651K 0.74% 28
2024
Q3 		$1.84M Sell
15,721
-16,643
-51% -$1.88M 1.2% 16
2024
Q2 		$3.45M Buy
32,364
+122
+0.4% +$13.1K 1.94% 12
2024
Q1 		$3.56M Buy
32,242
+2,166
+7% +$230K 1.87% 11
2023
Q4 		$3.26M Sell
30,076
-403
-1% -$38.8K 1.95% 11
2023
Q3 		$2.88M Buy
30,479
+3,357
+12% +$335K 1.95% 13
2023
Q2 		$2.7M Buy
27,122
+7,093
+35% +$675K 1.89% 12
2023
Q1 		$1.94M Buy
20,029
+1,997
+11% +$200K 1.53% 18
2022
Q4 		$1.71M Buy
18,032
+1,102
+7% +$106K 1.52% 17
2022
Q3 		$1.48M Buy
16,930
+886
+6% +$86.1K 1.37% 18
2022
Q2 		$1.48M Buy
16,044
+4,159
+35% +$414K 1.33% 21
2022
Q1 		$1.28M Buy
11,885
+1,918
+19% +$207K 1.14% 25
2021
Q4 		$1.14M Buy
9,967
+1,028
+12% +$117K 1% 24
2021
Q3 		$976K Buy
8,939
+135
+2% +$14.9K 0.91% 30
2021
Q2 		$995K Buy
8,804
+689
+8% +$76.9K 0.96% 28
2021
Q1 		$881K Sell
8,115
-519
-6% -$54.3K 0.93% 31
2020
Q4 		$793K Buy
+8,634
New +$709K 0.78% 32

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

Birchcreek Wealth Management's IJR Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.4% in Q2 2026, selling an estimated $4.94K and leaving 8,996 shares worth $1.33M. The position accounts for 0.52% of the portfolio, ranked #37.

Birchcreek Wealth Management first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.56M in Q1 2024. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Birchcreek Wealth Management held 8,996 shares of iShares Core S&P Small-Cap ETF worth $1.33M as of Q2 2026.
  • Birchcreek Wealth Management sold 36 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.94K.
  • iShares Core S&P Small-Cap ETF made up 0.52% of Birchcreek Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.56M in Q1 2024.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.