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

BXM Wealth’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 		$2.92M Buy
19,685
+582
+3% +$79.9K 1.59% 11
2026
Q1 		$2.37M Buy
19,103
+2
+0% +$254 1.83% 11
2025
Q4 		$2.3M Buy
+19,101
New +$2.28M 1.77% 14

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BXM Wealth's IJR Position: Q2 2026 in Review

BXM Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, buying an estimated $79.9K and bringing the position to 19,685 shares worth $2.92M. The position accounts for 1.59% of the portfolio, ranked #11.

BXM Wealth first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • BXM Wealth held 19,685 shares of iShares Core S&P Small-Cap ETF worth $2.92M as of Q2 2026.
  • BXM Wealth bought 582 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $79.9K.
  • iShares Core S&P Small-Cap ETF made up 1.59% of BXM Wealth's portfolio in Q2 2026, its #11 holding.
  • BXM Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.