Bright Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bright Financial Advisors’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	$11.5M	Buy	92,770 +2,500	+3%	+$318K	5.28%	5
2025 Q4	$10.8M	Buy	90,270 +1,858	+2%	+$222K	5.12%	5
2025 Q3	$10.5M	Sell	88,412 -1,064	-1%	-$122K	5.14%	5
2025 Q2	$9.78M	Buy	89,476 +367	+0.4%	+$37.9K	5.43%	5
2025 Q1	$9.32M	Buy	89,109 +3,627	+4%	+$409K	5.72%	5
2024 Q4	$9.85M	Buy	85,482 +2,091	+3%	+$250K	6.19%	5
2024 Q3	$9.75M	Buy	83,391 +1,657	+2%	+$187K	6.2%	5
2024 Q2	$8.72M	Buy	+81,734	New	+$8.74M	6.15%	5

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bright Financial Advisors's IJR Position: Q1 2026 in Review

Bright Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q1 2026, buying an estimated $318K and bringing the position to 92,770 shares worth $11.5M. The position accounts for 5.28% of the portfolio, ranked #5.

Bright Financial Advisors first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Bright Financial Advisors held 92,770 shares of iShares Core S&P Small-Cap ETF worth $11.5M as of Q1 2026.
Bright Financial Advisors bought 2,500 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $318K.
iShares Core S&P Small-Cap ETF made up 5.28% of Bright Financial Advisors's portfolio in Q1 2026, its #5 holding.
Bright Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.