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

Bullock 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 Q2	$1.62M	Buy	10,953 +1,861	+20%	+$255K	0.7%	25
2026 Q1	$1.14M	Buy	9,092 +274	+3%	+$34.8K	0.57%	43
2025 Q4	$1.06M	Buy	8,818 +77	+0.9%	+$9.21K	0.52%	42
2025 Q3	$1.04M	Sell	8,741 -24	-0.3%	-$2.76K	0.52%	45
2025 Q2	$973K	Sell	8,765 -738	-8%	-$76.3K	0.52%	45
2025 Q1	$996K	Buy	9,503 +2,395	+34%	+$270K	0.56%	37
2024 Q4	$819K	Sell	7,108 -227	-3%	-$27.1K	0.48%	48
2024 Q3	$847K	Buy	7,335 +1,092	+17%	+$123K	0.51%	46
2024 Q2	$661K	Buy	6,243 +670	+12%	+$71.7K	0.43%	59
2024 Q1	$610K	Buy	+5,573	New	+$592K	0.41%	65

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

Bullock Wealth Management's IJR Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, buying an estimated $255K and bringing the position to 10,953 shares worth $1.62M. The position accounts for 0.7% of the portfolio, ranked #25.

Bullock Wealth Management first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Bullock Wealth Management held 10,953 shares of iShares Core S&P Small-Cap ETF worth $1.62M as of Q2 2026.
Bullock Wealth Management bought 1,861 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $255K.
iShares Core S&P Small-Cap ETF made up 0.7% of Bullock Wealth Management's portfolio in Q2 2026, its #25 holding.
Bullock Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.