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Bluestem Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bluestem Financial 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 		$3.52M Buy
23,721
+126
+0.5% +$17.3K 1.23% 17
2026
Q1 		$2.93M Sell
23,595
-1,082
-4% -$137K 1.13% 17
2025
Q4 		$2.97M Sell
24,677
-260
-1% -$31.1K 1.15% 17
2025
Q3 		$2.96M Sell
24,937
-170
-0.7% -$19.6K 1.16% 17
2025
Q2 		$2.74M Sell
25,107
-447
-2% -$46.2K 1.18% 17
2025
Q1 		$2.67M Buy
25,554
+4
+0% +$451 1.25% 16
2024
Q4 		$2.94M Buy
25,550
+14
+0.1% +$1.67K 1.39% 16
2024
Q3 		$2.99M Sell
25,536
-427
-2% -$48.2K 1.39% 16
2024
Q2 		$2.77M Sell
25,963
-376
-1% -$40.2K 1.4% 16
2024
Q1 		$2.91M Buy
26,339
+714
+3% +$75.8K 1.5% 14
2023
Q4 		$2.77M Sell
25,625
-980
-4% -$94.4K 1.61% 15
2023
Q3 		$2.51M Buy
26,605
+95
+0.4% +$9.49K 1.53% 15
2023
Q2 		$2.64M Sell
26,510
-755
-3% -$71.9K 1.6% 15
2023
Q1 		$2.64M Sell
27,265
-623
-2% -$62.3K 1.62% 14
2022
Q4 		$2.64M Buy
27,888
+223
+0.8% +$21.4K 1.74% 13
2022
Q3 		$2.41M Sell
27,665
-280
-1% -$27.2K 1.71% 13
2022
Q2 		$2.58M Sell
27,945
-6,051
-18% -$602K 1.8% 11
2022
Q1 		$3.67M Buy
33,996
+9,939
+41% +$1.07M 2.3% 9
2021
Q4 		$2.75M Sell
24,057
-74
-0.3% -$8.43K 1.71% 8
2021
Q3 		$2.63M Sell
24,131
-2,720
-10% -$299K 1.72% 8
2021
Q2 		$3.03M Sell
26,851
-2,808
-9% -$313K 2.05% 8
2021
Q1 		$3.22M Sell
29,659
-44
-0.1% -$4.61K 2.29% 8
2020
Q4 		$2.73M Buy
29,703
+23
+0.1% +$1.89K 2% 8
2020
Q3 		$2.08M Sell
29,680
-624
-2% -$44.7K 1.75% 8
2020
Q2 		$2.07M Buy
+30,304
New +$1.91M 1.89% 8

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

Bluestem Financial Advisors's IJR Position: Q2 2026 in Review

Bluestem Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.53% in Q2 2026, buying an estimated $17.3K and bringing the position to 23,721 shares worth $3.52M. The position accounts for 1.23% of the portfolio, ranked #17.

Bluestem Financial Advisors first reported a position in IJR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.67M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bluestem Financial Advisors held 23,721 shares of iShares Core S&P Small-Cap ETF worth $3.52M as of Q2 2026.
  • Bluestem Financial Advisors bought 126 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Core S&P Small-Cap ETF made up 1.23% of Bluestem Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Bluestem Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Bluestem Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.67M in Q1 2022.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.