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

Bright Futures Wealth Management’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	$1.36M	Buy	9,157 +33	+0.4%	+$4.53K	0.88%	29
2026 Q1	$1.13M	Sell	9,124 -42	-0.5%	-$5.34K	0.78%	42
2025 Q4	$1.1M	Buy	9,166 +235	+3%	+$28.1K	0.82%	45
2025 Q3	$1.06M	Buy	+8,931	New	+$1.03M	0.83%	41
2025 Q1	$828K	Sell	8,768 -63	-0.7%	-$7.11K	0.91%	35
2024 Q4	$1.04M	Buy	8,831 +1,040	+13%	+$124K	0.93%	36
2024 Q3	$902K	Sell	7,791 -43	-0.5%	-$4.86K	0.44%	71
2024 Q2	$870K	Hold	7,834	–	–	0.47%	62
2024 Q1	$829K	Buy	+7,834	New	+$832K	0.45%	67

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 Futures Wealth Management's IJR Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, buying an estimated $4.53K and bringing the position to 9,157 shares worth $1.36M. The position accounts for 0.88% of the portfolio, ranked #29.

Bright Futures Wealth Management first reported a position in IJR in Q1 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bright Futures Wealth Management held 9,157 shares of iShares Core S&P Small-Cap ETF worth $1.36M as of Q2 2026.
Bright Futures Wealth Management bought 33 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.53K.
iShares Core S&P Small-Cap ETF made up 0.88% of Bright Futures Wealth Management's portfolio in Q2 2026, its #29 holding.
Bright Futures Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.