Brooklyn Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brooklyn Investment Group’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 Q1	$647K	Buy	5,205 +2,453	+89%	+$312K	0.02%	846
2025 Q4	$337K	Buy	2,752 +546	+25%	+$65.3K	0.02%	953
2025 Q3	$241K	Hold	2,206	–	–	0.03%	514
2025 Q2	$241K	Buy	2,206 +1,078	+96%	+$111K	0.03%	522
2025 Q1	$118K	Buy	1,128 +727	+181%	+$82K	0.03%	491
2024 Q4	$46.1K	Buy	+401	New	+$47.9K	0.01%	556

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Brooklyn Investment Group's IJR Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 89% in Q1 2026, buying an estimated $312K and bringing the position to 5,205 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #846.

Brooklyn Investment Group first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,751 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Brooklyn Investment Group held 5,205 shares of iShares Core S&P Small-Cap ETF worth $647K as of Q1 2026.
Brooklyn Investment Group bought 2,453 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $312K.
iShares Core S&P Small-Cap ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #846 holding.
Brooklyn Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,751 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.