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Bulwark Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bulwark Capital’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 		$37K Hold
272
– – 0.02% 81
2026
Q2 		$40.3K Hold
272
– – 0.02% 75
2026
Q1 		$33.8K Hold
272
– – 0.02% 75
2025
Q4 		$32.7K Hold
272
– – 0.02% 71
2025
Q3 		$32.3K Hold
272
– – 0.03% 74
2025
Q2 		$29.7K Buy
+272
New +$28.1K 0.03% 70

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Bulwark Capital's IJR Position: Q3 2026 in Review

Bulwark Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 272 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #81.

Bulwark Capital first reported a position in IJR in Q2 2025 and has held it in 6 quarters since. The position peaked at $40.3K in Q2 2026. 2,352 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Bulwark Capital held 272 shares of iShares Core S&P Small-Cap ETF worth $37K as of Q3 2026.
  • Bulwark Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Bulwark Capital's portfolio in Q3 2026, its #81 holding.
  • Bulwark Capital first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's iShares Core S&P Small-Cap ETF position peaked at $40.3K in Q2 2026.
  • 2,352 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.