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

Brindle & Bay 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 		$290K Buy
1,952
+6
+0.3% +$823 0.14% 71
2026
Q1 		$242K Sell
1,946
-62
-3% -$7.88K 0.15% 62
2025
Q4 		$241K Buy
+2,008
New +$240K 0.16% 64

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brindle & Bay Financial Advisors's IJR Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.31% in Q2 2026, buying an estimated $823 and bringing the position to 1,952 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #71.

Brindle & Bay Financial Advisors first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,825 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Brindle & Bay Financial Advisors held 1,952 shares of iShares Core S&P Small-Cap ETF worth $290K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 6 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $823.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Brindle & Bay Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,825 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.