BW
IJR icon

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

Bravera 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 		$108K Hold
725
– – 0.04% 141
2026
Q1 		$90.1K Sell
725
-124
-15% -$15.8K 0.04% 160
2025
Q4 		$102K Buy
+849
New +$102K 0.05% 142

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

Bravera Wealth's IJR Position: Q2 2026 in Review

Bravera Wealth held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 725 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #141.

Bravera Wealth first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Bravera Wealth held 725 shares of iShares Core S&P Small-Cap ETF worth $108K as of Q2 2026.
  • Bravera Wealth left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Bravera Wealth's portfolio in Q2 2026, its #141 holding.
  • Bravera Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.