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

Bryant Woods Investment 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
2026 Q2	$13.2M	Buy	89,277 +972	+1%	+$133K	3.68%	7
2026 Q1	$11M	Buy	88,305 +802	+0.9%	+$102K	4.04%	8
2025 Q4	$10.5M	Sell	87,503 -1,404	-2%	-$168K	4.08%	6
2025 Q3	$10.6M	Buy	88,907 +1,081	+1%	+$124K	4.13%	6
2025 Q2	$9.6M	Sell	87,826 -3,889	-4%	-$402K	4.14%	6
2025 Q1	$9.59M	Sell	91,715 -7,634	-8%	-$861K	4.61%	5
2024 Q4	$11.4M	Sell	99,349 -175	-0.2%	-$20.9K	5.55%	5
2024 Q3	$11.6M	Sell	99,524 -39,807	-29%	-$4.5M	5.93%	5
2024 Q2	$13.1M	Buy	139,331 +38,832	+39%	+$4.15M	9.56%	3
2024 Q1	$11.1M	Sell	100,499 -19,946	-17%	-$2.12M	6.55%	5
2023 Q4	$13M	Sell	120,445 -18,886	-14%	-$1.82M	8.31%	4
2023 Q3	$13.1M	Buy	139,331 +5,282	+4%	+$528K	9.56%	3
2023 Q2	$13.4M	Buy	134,049 +5,751	+4%	+$548K	9.49%	3
2023 Q1	$12.4M	Buy	128,298 +1,635	+1%	+$163K	9.59%	3
2022 Q4	$12M	Buy	126,663 +4,149	+3%	+$398K	10.18%	3
2022 Q3	$10.7M	Buy	122,514 +7,768	+7%	+$755K	10.07%	3
2022 Q2	$10.6M	Sell	114,746 -1,682	-1%	-$167K	10%	3
2022 Q1	$12.6M	Buy	116,428 +1,739	+2%	+$188K	10.13%	3
2021 Q4	$13.1M	Buy	+114,689	New	+$13.1M	10.24%	4

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bryant Woods Investment Advisors's IJR Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $133K and bringing the position to 89,277 shares worth $13.2M. The position accounts for 3.68% of the portfolio, ranked #7.

Bryant Woods Investment Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.4M in Q2 2023. 1,146 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bryant Woods Investment Advisors held 89,277 shares of iShares Core S&P Small-Cap ETF worth $13.2M as of Q2 2026.
Bryant Woods Investment Advisors bought 972 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $133K.
iShares Core S&P Small-Cap ETF made up 3.68% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #7 holding.
Bryant Woods Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Bryant Woods Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $13.4M in Q2 2023.
1,146 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.