Braun-Bostich & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Braun-Bostich & Associates’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	$205K	Buy	+1,385	New	+$190K	0.11%	133
2020 Q4	–	Sell	-20,435	Closed	-$1.44M	–	131
2020 Q3	$1.44M	Sell	20,435 -11,921	-37%	-$854K	1.43%	15
2020 Q2	$2.21M	Sell	32,356 -51	-0.2%	-$3.22K	2.16%	8
2020 Q1	$1.69M	Sell	32,407 -1,508	-4%	-$112K	2.15%	8
2019 Q4	$2.85M	Buy	33,915 +1,672	+5%	+$135K	2.8%	7
2019 Q3	$2.51M	Sell	32,243 -2,566	-7%	-$199K	2.92%	7
2019 Q2	$2.73M	Buy	34,809 +6,721	+24%	+$522K	2.85%	6
2019 Q1	$2.17M	Buy	28,088 +22,362	+391%	+$1.72M	2.26%	6
2018 Q4	$397K	Sell	5,726 -203	-3%	-$15.7K	0.42%	75
2018 Q3	$517K	Sell	5,929 -1,007	-15%	-$88.2K	0.5%	70
2018 Q2	$579K	Buy	6,936 +176	+3%	+$14.3K	0.58%	60
2018 Q1	$521K	Buy	6,760 +291	+4%	+$22.6K	0.45%	68
2017 Q4	$497K	Buy	+6,469	New	+$488K	0.42%	70

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Braun-Bostich & Associates's IJR Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,385 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in IJR as recently as Q3 2020.

Braun-Bostich & Associates first reported a position in IJR in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.85M in Q4 2019. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Braun-Bostich & Associates held 1,385 shares of iShares Core S&P Small-Cap ETF worth $205K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Braun-Bostich & Associates position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.11% of Braun-Bostich & Associates's portfolio in Q2 2026, its #133 holding.
Braun-Bostich & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 13 quarters since.
Braun-Bostich & Associates's iShares Core S&P Small-Cap ETF position peaked at $2.85M in Q4 2019.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.