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

Brady Family 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
2026 Q2	$2.07M	Buy	13,970 +7	+0.1%	+$961	0.6%	46
2026 Q1	$1.74M	Buy	13,963 +554	+4%	+$70.4K	0.54%	51
2025 Q4	$1.61M	Sell	13,409 -487	-4%	-$58.2K	0.5%	50
2025 Q3	$1.65M	Sell	13,896 -3,812	-22%	-$438K	0.51%	49
2025 Q2	$1.94M	Sell	17,708 -580	-3%	-$60K	0.6%	47
2025 Q1	$1.91M	Sell	18,288 -923	-5%	-$104K	0.61%	48
2024 Q4	$2.21M	Sell	19,211 -1,352	-7%	-$162K	0.68%	46
2024 Q3	$2.41M	Sell	20,563 -154	-0.7%	-$17.4K	0.72%	45
2024 Q2	$2.21M	Sell	20,717 -175	-0.8%	-$18.7K	0.71%	46
2024 Q1	$2.31M	Sell	20,892 -68	-0.3%	-$7.22K	0.75%	44
2023 Q4	$2.27M	Buy	20,960 +54	+0.3%	+$5.2K	0.78%	44
2023 Q3	$1.97M	Sell	20,906 -391	-2%	-$39.1K	0.76%	46
2023 Q2	$2.12M	Sell	21,297 -66	-0.3%	-$6.28K	0.79%	45
2023 Q1	$2.07M	Buy	21,363 +1	+0%	+$100	0.82%	44
2022 Q4	$2.02M	Buy	+21,362	New	+$2.05M	0.83%	44

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brady Family Wealth's IJR Position: Q2 2026 in Review

Brady Family Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2026, buying an estimated $961 and bringing the position to 13,970 shares worth $2.07M. The position accounts for 0.6% of the portfolio, ranked #46.

Brady Family Wealth first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.41M in Q3 2024. 534 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Brady Family Wealth held 13,970 shares of iShares Core S&P Small-Cap ETF worth $2.07M as of Q2 2026.
Brady Family Wealth bought 7 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $961.
iShares Core S&P Small-Cap ETF made up 0.6% of Brady Family Wealth's portfolio in Q2 2026, its #46 holding.
Brady Family Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's iShares Core S&P Small-Cap ETF position peaked at $2.41M in Q3 2024.
534 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.