Brighton Jones LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brighton Jones LLC’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	$5.51M	Buy	37,132 +1,015	+3%	+$139K	0.1%	135
2026 Q1	$4.49M	Buy	+36,117	New	+$4.59M	0.1%	141
2025 Q4	–	Sell	-33,941	Closed	-$4.03M	–	475
2025 Q3	$4.03M	Buy	33,941 +895	+3%	+$103K	0.1%	128
2025 Q2	$3.61M	Buy	33,046 +1,921	+6%	+$199K	0.1%	123
2025 Q1	$3.25M	Buy	31,125 +1,181	+4%	+$133K	0.1%	115
2024 Q4	$3.45M	Buy	29,944 +5,853	+24%	+$699K	0.1%	110
2024 Q3	$2.82M	Sell	24,091 -21	-0.1%	-$2.37K	0.11%	103
2024 Q2	$2.57M	Buy	24,112 +49	+0.2%	+$5.24K	0.08%	119
2024 Q1	$2.66M	Buy	24,063 +953	+4%	+$101K	0.1%	113
2023 Q4	$2.5M	Buy	23,110 +430	+2%	+$41.4K	0.11%	109
2023 Q3	$2.14M	Buy	22,680 +1,226	+6%	+$122K	0.11%	104
2023 Q2	$2.14M	Buy	21,454 +1,639	+8%	+$156K	0.11%	114
2023 Q1	$1.92M	Buy	19,815 +2,034	+11%	+$203K	0.11%	117
2022 Q4	$1.68M	Sell	17,781 -627	-3%	-$60.1K	0.1%	119
2022 Q3	$1.6M	Buy	18,408 +1,354	+8%	+$132K	0.09%	110
2022 Q2	$1.58M	Buy	17,054 +2,199	+15%	+$219K	0.09%	119
2022 Q1	$1.6M	Buy	14,855 +841	+6%	+$90.8K	0.07%	128
2021 Q4	$1.6M	Buy	14,014 +1,107	+9%	+$126K	0.08%	123
2021 Q3	$1.41M	Buy	12,907 +4,879	+61%	+$537K	0.07%	123
2021 Q2	$907K	Sell	8,028 -1,488	-16%	-$166K	0.05%	170
2021 Q1	$1.03M	Buy	9,516 +731	+8%	+$76.5K	0.06%	145
2020 Q4	$807K	Buy	8,785 +1,544	+21%	+$127K	0.05%	160
2020 Q3	$509K	Sell	7,241 -59	-0.8%	-$4.23K	0.04%	188
2020 Q2	$498K	Sell	7,300 -4,800	-40%	-$303K	0.04%	175
2020 Q1	$679K	Sell	12,100 -25,299	-68%	-$1.88M	0.07%	127
2019 Q4	$3.14M	Sell	37,399 -1,720	-4%	-$138K	0.34%	39
2019 Q3	$3.04M	Buy	39,119 +789	+2%	+$61.1K	0.36%	35
2019 Q2	$3M	Sell	38,330 -10,869	-22%	-$844K	0.35%	34
2019 Q1	$3.8M	Buy	49,199 +34,565	+236%	+$2.65M	0.46%	26
2018 Q4	$1.01M	Buy	14,634 +1,395	+11%	+$108K	0.15%	85
2018 Q3	$1.16M	Buy	13,239 +338	+3%	+$29.6K	0.14%	84
2018 Q2	$1.08M	Sell	12,901 -2,550	-17%	-$208K	0.14%	88
2018 Q1	$1.19M	Sell	15,451 -2,728	-15%	-$212K	0.16%	78
2017 Q4	$1.4M	Buy	18,179 +431	+2%	+$32.5K	0.17%	74
2017 Q3	$1.32M	Buy	17,748 +5,000	+39%	+$350K	0.17%	76
2017 Q2	$894K	Buy	12,748 +613	+5%	+$42.4K	0.13%	92
2017 Q1	$839K	Buy	+12,135	New	+$837K	0.2%	41
2016 Q4	–	Sell	-8,732	Closed	-$542K	–	152
2016 Q3	$542K	Buy	8,732 +24	+0.3%	+$1.47K	0.09%	116
2016 Q2	$506K	Sell	8,708 -38	-0.4%	-$2.17K	0.09%	112
2016 Q1	$492K	Buy	8,746 +3,972	+83%	+$207K	0.09%	109
2015 Q4	$263K	Buy	4,774 +36	+0.8%	+$2.03K	0.05%	160
2015 Q3	$252K	Buy	+4,738	New	+$269K	0.05%	161

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

Brighton Jones LLC's IJR Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $139K and bringing the position to 37,132 shares worth $5.51M. The position accounts for 0.1% of the portfolio, ranked #135.

Brighton Jones LLC first reported a position in IJR in Q3 2015 and has held it in 42 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Brighton Jones LLC held 37,132 shares of iShares Core S&P Small-Cap ETF worth $5.51M as of Q2 2026.
Brighton Jones LLC bought 1,015 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $139K.
iShares Core S&P Small-Cap ETF made up 0.1% of Brighton Jones LLC's portfolio in Q2 2026, its #135 holding.
Brighton Jones LLC first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 42 quarters since.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.