Brady Martz Wealth Solutions
IJR icon

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

Brady Martz Wealth Solutions’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
Q3 		$712K Buy
5,236
+1,509
+40% +$218K 0.11% 126
2026
Q2 		$553K Buy
3,727
+456
+14% +$62.6K 0.08% 138
2026
Q1 		$407K Buy
3,271
+1,210
+59% +$154K 0.07% 146
2025
Q4 		$248K Buy
+2,061
New +$246K 0.04% 165

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Brady Martz Wealth Solutions's IJR Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 40% in Q3 2026, buying an estimated $218K and bringing the position to 5,236 shares worth $712K. The position accounts for 0.11% of the portfolio, ranked #126.

Brady Martz Wealth Solutions first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Brady Martz Wealth Solutions held 5,236 shares of iShares Core S&P Small-Cap ETF worth $712K as of Q3 2026.
  • Brady Martz Wealth Solutions bought 1,509 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $218K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #126 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.