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Brown, Lisle/Cummings’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brown, Lisle/Cummings’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 		$625K Sell
4,214
-194
-4% -$26.6K 0.14% 145
2026
Q1 		$548K Sell
4,408
-2,348
-35% -$298K 0.14% 142
2025
Q4 		$812K Sell
6,756
-324
-5% -$38.7K 0.2% 118
2025
Q3 		$841K Buy
7,080
+62
+0.9% +$7.13K 0.22% 107
2025
Q2 		$767K Buy
7,018
+578
+9% +$59.7K 0.2% 111
2025
Q1 		$673K Hold
6,440
– – 0.2% 116
2024
Q4 		$742K Buy
6,440
+2
+0% +$239 0.22% 104
2024
Q3 		$753K Buy
6,438
+1
+0% +$113 0.23% 107
2024
Q2 		$687K Buy
6,437
+1
+0% +$107 0.22% 102
2024
Q1 		$711K Buy
6,436
+1
+0% +$106 0.24% 100
2023
Q4 		$697K Buy
6,435
+103
+2% +$9.93K 0.26% 96
2023
Q3 		$597K Hold
6,332
– – 0.27% 86
2023
Q2 		$631K Buy
6,332
+1
+0% +$95 0.28% 85
2023
Q1 		$612K Buy
6,331
+1
+0% +$100 0.31% 80
2022
Q4 		$599K Sell
6,330
-1,053
-14% -$101K 0.32% 82
2022
Q3 		$644K Buy
7,383
+536
+8% +$52.1K 0.38% 66
2022
Q2 		$633K Buy
6,847
+10
+0.1% +$995 0.35% 71
2022
Q1 		$738K Sell
6,837
-74
-1% -$7.99K 0.35% 69
2021
Q4 		$791K Buy
+6,911
New +$788K 0.4% 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

Brown, Lisle/Cummings's IJR Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.4% in Q2 2026, selling an estimated $26.6K and leaving 4,214 shares worth $625K. The position accounts for 0.14% of the portfolio, ranked #145.

Brown, Lisle/Cummings first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $841K in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Brown, Lisle/Cummings held 4,214 shares of iShares Core S&P Small-Cap ETF worth $625K as of Q2 2026.
  • Brown, Lisle/Cummings sold 194 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #145 holding.
  • Brown, Lisle/Cummings first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's iShares Core S&P Small-Cap ETF position peaked at $841K in Q3 2025.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.