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Bradley Foster & Sargent’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bradley Foster & Sargent’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
Q1 		$2.27M Sell
18,246
-357
-2% -$45.4K 0.04% 209
2025
Q4 		$2.24M Sell
18,603
-7,279
-28% -$871K 0.03% 209
2025
Q3 		$3.08M Buy
25,882
+320
+1% +$36.8K 0.05% 186
2025
Q2 		$2.79M Buy
25,562
+18,072
+241% +$1.87M 0.04% 188
2025
Q1 		$783K Sell
7,490
-548
-7% -$61.8K 0.01% 293
2024
Q4 		$926K Buy
8,038
+321
+4% +$38.4K 0.02% 286
2024
Q3 		$903K Buy
7,717
+845
+12% +$95.5K 0.02% 294
2024
Q2 		$733K Sell
6,872
-160
-2% -$17.1K 0.01% 309
2024
Q1 		$777K Buy
7,032
+336
+5% +$35.7K 0.01% 302
2023
Q4 		$725K Buy
6,696
+132
+2% +$12.7K 0.01% 309
2023
Q3 		$654K Hold
6,564
– – 0.01% 313
2023
Q2 		$654K Buy
6,564
+29
+0.4% +$2.76K 0.01% 313
2023
Q1 		$632K Buy
6,535
+233
+4% +$23.3K 0.02% 302
2022
Q4 		$596K Sell
6,302
-16
-0.3% -$1.53K 0.01% 301
2022
Q3 		$551K Sell
6,318
-173
-3% -$16.8K 0.02% 296
2022
Q2 		$600K Buy
6,491
+1,798
+38% +$179K 0.02% 295
2022
Q1 		$506K Buy
4,693
+471
+11% +$50.8K 0.01% 347
2021
Q4 		$483K Sell
4,222
-107
-2% -$12.2K 0.01% 334
2021
Q3 		$473K Sell
4,329
-75
-2% -$8.26K 0.01% 307
2021
Q2 		$498K Buy
+4,404
New +$491K 0.01% 304
2020
Q1 		– Sell
-2,409
Closed -$202K – 339
2019
Q4 		$202K Buy
+2,409
New +$194K 0.01% 352
2018
Q4 		– Sell
-2,298
Closed -$200K – 352
2018
Q3 		$200K Buy
+2,298
New +$201K 0.01% 362

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Bradley Foster & Sargent's IJR Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q1 2026, selling an estimated $45.4K and leaving 18,246 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #209.

Bradley Foster & Sargent first reported a position in IJR in Q3 2018 and has held it in 22 quarters since. The position peaked at $3.08M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Bradley Foster & Sargent held 18,246 shares of iShares Core S&P Small-Cap ETF worth $2.27M as of Q1 2026.
  • Bradley Foster & Sargent sold 357 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $45.4K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Bradley Foster & Sargent's portfolio in Q1 2026, its #209 holding.
  • Bradley Foster & Sargent first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 22 quarters since.
  • Bradley Foster & Sargent's iShares Core S&P Small-Cap ETF position peaked at $3.08M in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.