Brown Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brown Wealth Management’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 Q3	$2.59M	Buy	19,044 +8,864	+87%	+$1.28M	0.57%	31
2026 Q2	$1.51M	Sell	10,180 -4,252	-29%	-$584K	0.34%	46
2026 Q1	$1.79M	Sell	14,432 -7,432	-34%	-$944K	0.46%	39
2025 Q4	$2.63M	Buy	+21,864	New	+$2.61M	0.69%	30
2025 Q3	–	Sell	-4,526	Closed	-$495K	–	102
2025 Q2	$495K	Sell	4,526 -37,051	-89%	-$3.83M	0.15%	67
2025 Q1	$4.35M	Buy	41,577 +563	+1%	+$63.5K	1.5%	17
2024 Q4	$4.73M	Buy	+41,014	New	+$4.9M	1.68%	17

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Brown Wealth Management's IJR Position: Q3 2026 in Review

Brown Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 87% in Q3 2026, buying an estimated $1.28M and bringing the position to 19,044 shares worth $2.59M. The position accounts for 0.57% of the portfolio, ranked #31.

Brown Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.73M in Q4 2024. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Brown Wealth Management held 19,044 shares of iShares Core S&P Small-Cap ETF worth $2.59M as of Q3 2026.
Brown Wealth Management bought 8,864 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.28M.
iShares Core S&P Small-Cap ETF made up 0.57% of Brown Wealth Management's portfolio in Q3 2026, its #31 holding.
Brown Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Brown Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $4.73M in Q4 2024.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.