Blue Bell Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
Blue Bell Private Wealth Management's IJR Position: Q2 2026 in Review
Blue Bell Private Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,904 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #143.
Blue Bell Private Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Blue Bell Private Wealth Management held 4,904 shares of iShares Core S&P Small-Cap ETF worth $727K as of Q2 2026.
- Blue Bell Private Wealth Management bought 133 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $18.3K.
- iShares Core S&P Small-Cap ETF made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #143 holding.
- Blue Bell Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
- 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.