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

Blue Barn 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
2025
Q4 		– Sell
-6,306
Closed -$749K – 98
2025
Q3 		$749K Sell
6,306
-211
-3% -$24.3K 0.33% 49
2025
Q2 		$697K Buy
6,517
+399
+7% +$41.2K 0.33% 49
2025
Q1 		$640K Buy
6,118
+97
+2% +$10.9K 0.33% 50
2024
Q4 		$694K Sell
6,021
-195
-3% -$23.3K 0.37% 49
2024
Q3 		$727K Hold
6,216
– – 0.37% 47
2024
Q2 		$663K Buy
6,216
+299
+5% +$32K 0.37% 49
2024
Q1 		$654K Sell
5,917
-61
-1% -$6.48K 0.36% 48
2023
Q4 		$647K Sell
5,978
-8
-0.1% -$771 0.38% 41
2023
Q3 		$565K Sell
5,986
-152
-2% -$15.2K 0.37% 46
2023
Q2 		$612K Sell
6,138
-2,530
-29% -$241K 0.4% 44
2023
Q1 		$838K Sell
8,668
-16
-0.2% -$1.6K 0.52% 35
2022
Q4 		$822K Sell
8,684
-252
-3% -$24.2K 0.54% 35
2022
Q3 		$779K Sell
8,936
-43
-0.5% -$4.18K 0.55% 34
2022
Q2 		$830K Sell
8,979
-78
-0.9% -$7.76K 0.64% 31
2022
Q1 		$977K Buy
9,057
+67
+0.7% +$7.23K 0.68% 32
2021
Q4 		$1.03M Buy
8,990
+30
+0.3% +$3.42K 0.7% 31
2021
Q3 		$978K Buy
8,960
+308
+4% +$33.9K 0.86% 29
2021
Q2 		$978K Buy
+8,652
New +$965K 1% 27

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Barn Wealth's IJR Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 6,306 shares — an estimated $749K sold.

Blue Barn Wealth first reported a position in IJR in Q2 2021 and held it in 18 quarters. The position peaked at $1.03M in Q4 2021. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 6,306 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $749K.
  • Blue Barn Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares Core S&P Small-Cap ETF position peaked at $1.03M in Q4 2021.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.