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

Burling Wealth Partners’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
Q1 		$16.1M Buy
129,831
+420
+0.3% +$53.4K 2.61% 9
2025
Q4 		$15.6M Buy
129,411
+8,206
+7% +$981K 2.42% 11
2025
Q3 		$14.4M Sell
121,205
-5,997
-5% -$690K 2.38% 11
2025
Q2 		$13.9M Sell
127,202
-1,463
-1% -$151K 2.57% 9
2025
Q1 		$13.5M Sell
128,665
-3,089
-2% -$349K 2.83% 7
2024
Q4 		$15.2M Buy
+131,754
New +$15.7M 3.1% 6

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burling Wealth Partners's IJR Position: Q1 2026 in Review

Burling Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.32% in Q1 2026, buying an estimated $53.4K and bringing the position to 129,831 shares worth $16.1M. The position accounts for 2.61% of the portfolio, ranked #9.

Burling Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Burling Wealth Partners held 129,831 shares of iShares Core S&P Small-Cap ETF worth $16.1M as of Q1 2026.
  • Burling Wealth Partners bought 420 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $53.4K.
  • iShares Core S&P Small-Cap ETF made up 2.61% of Burling Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Burling Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.