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

Bradley & Co Private 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	$43K	Hold	290	–	–	0.02%	103
2026 Q1	$36K	Hold	290	–	–	0.02%	102
2025 Q4	$34.9K	Hold	290	–	–	0.02%	100
2025 Q3	$34.5K	Hold	290	–	–	0.02%	91
2025 Q2	$31.7K	Hold	290	–	–	0.02%	88
2025 Q1	$30.3K	Hold	290	–	–	0.02%	86
2024 Q4	$33.4K	Buy	+290	New	+$34.6K	0.02%	83
2024 Q2	$30.9K	Hold	290	–	–	0.02%	81
2024 Q1	$32.1K	Hold	290	–	–	0.03%	83
2023 Q4	$31.4K	Hold	290	–	–	0.03%	78
2023 Q3	$27.4K	Hold	290	–	–	0.03%	82
2023 Q2	$28.9K	Hold	290	–	–	0.03%	80
2023 Q1	$28K	Hold	290	–	–	0.03%	82
2022 Q4	$27.4K	Hold	290	–	–	0.03%	81
2022 Q3	$25K	Hold	290	–	–	0.03%	89
2022 Q2	$27K	Hold	290	–	–	0.03%	102
2022 Q1	$31K	Hold	290	–	–	0.03%	102
2021 Q4	$33K	Hold	290	–	–	0.03%	102
2021 Q3	$32K	Hold	290	–	–	0.03%	106
2021 Q2	$33K	Hold	290	–	–	0.03%	110
2021 Q1	$31K	Buy	+290	New	+$30.4K	0.03%	115

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bradley & Co Private Wealth Management's IJR Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 290 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #103.

Bradley & Co Private Wealth Management first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bradley & Co Private Wealth Management held 290 shares of iShares Core S&P Small-Cap ETF worth $43K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #103 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.