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

Bristlecone 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
2025
Q3 		$19.4M Buy
163,270
+7,996
+5% +$920K 1.62% 18
2025
Q2 		$17M Buy
155,274
+2,911
+2% +$301K 1.43% 18
2025
Q1 		$15.9M Buy
152,363
+3,908
+3% +$441K 1.3% 19
2024
Q4 		$17.1M Buy
148,455
+2,524
+2% +$302K 1.34% 18
2024
Q3 		$17.1M Buy
145,931
+4,264
+3% +$482K 1.37% 18
2024
Q2 		$15.1M Buy
141,667
+1,914
+1% +$205K 1.29% 18
2024
Q1 		$15.4M Buy
139,753
+36,508
+35% +$3.88M 1.36% 18
2023
Q4 		$11.2M Buy
103,245
+282
+0.3% +$27.2K 1.13% 20
2023
Q3 		$9.71M Sell
102,963
-1,636
-2% -$163K 1.09% 20
2023
Q2 		$10.4M Buy
104,599
+502
+0.5% +$47.8K 1.05% 23
2023
Q1 		$10.1M Buy
104,097
+13,819
+15% +$1.38M 1.1% 23
2022
Q4 		$8.54M Buy
90,278
+2,054
+2% +$197K 1.05% 24
2022
Q3 		$7.69M Buy
88,224
+2,758
+3% +$268K 1% 22
2022
Q2 		$7.9M Buy
85,466
+2,907
+4% +$289K 0.98% 24
2022
Q1 		$8.91M Sell
82,559
-1,314
-2% -$142K 1.09% 22
2021
Q4 		$9.6M Buy
83,873
+6,609
+9% +$753K 1.15% 20
2021
Q3 		$8.44M Buy
77,264
+6,783
+10% +$747K 1.1% 20
2021
Q2 		$7.96M Buy
70,481
+13,485
+24% +$1.5M 1.08% 21
2021
Q1 		$6.19M Buy
56,996
+5,255
+10% +$550K 0.93% 26
2020
Q4 		$4.75M Buy
51,741
+34
+0.1% +$2.79K 0.76% 30
2020
Q3 		$3.63M Buy
51,707
+9,530
+23% +$683K 0.66% 35
2020
Q2 		$2.88M Buy
42,177
+12,733
+43% +$804K 0.58% 42
2020
Q1 		$1.65M Sell
29,444
-6,465
-18% -$481K 0.39% 67
2019
Q4 		$3.01M Buy
35,909
+13,828
+63% +$1.11M 0.6% 46
2019
Q3 		$1.72M Buy
22,081
+4,454
+25% +$345K 0.42% 68
2019
Q2 		$1.38M Buy
17,627
+4,160
+31% +$323K 0.33% 74
2019
Q1 		$1.04M Buy
13,467
+995
+8% +$76.4K 0.29% 84
2018
Q4 		$865K Buy
12,472
+1
+0% +$77 0.26% 85
2018
Q3 		$1.09M Buy
12,471
+1
+0% +$88 0.27% 85
2018
Q2 		$1.04M Buy
12,470
+32
+0.3% +$2.61K 0.35% 70
2018
Q1 		$958K Sell
12,438
-1,409
-10% -$110K 0.32% 78
2017
Q4 		$1.06M Sell
13,847
-329
-2% -$24.8K 0.34% 81
2017
Q3 		$1.05M Sell
14,176
-210
-1% -$14.7K 0.34% 80
2017
Q2 		$1.01M Sell
14,386
-350
-2% -$24.2K 0.34% 77
2017
Q1 		$1.02M Sell
14,736
-446
-3% -$30.8K 0.36% 74
2016
Q4 		$1.04M Buy
15,182
+2
+0% +$129 0.37% 76
2016
Q3 		$942K Sell
15,180
-180
-1% -$11K 0.34% 79
2016
Q2 		$892K Buy
15,360
+300
+2% +$17.1K 0.33% 76
2016
Q1 		$848K Buy
15,060
+4
+0% +$209 0.34% 76
2015
Q4 		$829K Buy
+15,056
New +$848K 0.35% 76

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bristlecone Advisors's IJR Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.1% in Q3 2025, buying an estimated $920K and bringing the position to 163,270 shares worth $19.4M. The position accounts for 1.62% of the portfolio, ranked #18.

Bristlecone Advisors first reported a position in IJR in Q4 2015 and has held it in 40 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Bristlecone Advisors held 163,270 shares of iShares Core S&P Small-Cap ETF worth $19.4M as of Q3 2025.
  • Bristlecone Advisors bought 7,996 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $920K.
  • iShares Core S&P Small-Cap ETF made up 1.62% of Bristlecone Advisors's portfolio in Q3 2025, its #18 holding.
  • Bristlecone Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.