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 Q2	$14.2M	Buy	95,431 +2,661	+3%	+$365K	5.93%	5
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bright Financial Advisors's IJR Position: Q2 2026 in Review

Bright Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, buying an estimated $365K and bringing the position to 95,431 shares worth $14.2M. The position accounts for 5.93% of the portfolio, ranked #5.

Bright Financial Advisors first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bright Financial Advisors held 95,431 shares of iShares Core S&P Small-Cap ETF worth $14.2M as of Q2 2026.
Bright Financial Advisors bought 2,661 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $365K.
iShares Core S&P Small-Cap ETF made up 5.93% of Bright Financial Advisors's portfolio in Q2 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 9 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.