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

Brookwood 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 Q2	$250K	Sell	1,684 -954	-36%	-$131K	0.03%	445
2026 Q1	$328K	Buy	2,638 +258	+11%	+$32.8K	0.04%	376
2025 Q4	$286K	Buy	2,380 +83	+4%	+$9.93K	0.03%	405
2025 Q3	$273K	Buy	2,297 +33	+1%	+$3.79K	0.04%	390
2025 Q2	$247K	Sell	2,264 -536	-19%	-$55.4K	0.04%	368
2025 Q1	$293K	Buy	+2,800	New	+$316K	0.05%	321

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 22.9% 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

Brookwood Investment Group's IJR Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 36% in Q2 2026, selling an estimated $131K and leaving 1,684 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #445.

Brookwood Investment Group first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2026. 2,852 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Brookwood Investment Group held 1,684 shares of iShares Core S&P Small-Cap ETF worth $250K as of Q2 2026.
Brookwood Investment Group sold 954 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $131K.
iShares Core S&P Small-Cap ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #445 holding.
Brookwood Investment Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares Core S&P Small-Cap ETF position peaked at $328K in Q1 2026.
2,852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.