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

Byrne Asset 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	$7.12K	Hold	48	–	–	﹤0.01%	464
2026 Q1	$5.97K	Hold	48	–	–	﹤0.01%	472
2025 Q4	$5.77K	Hold	48	–	–	﹤0.01%	469
2025 Q3	$5.7K	Hold	48	–	–	﹤0.01%	462
2025 Q2	$5.25K	Sell	48 -20	-29%	-$2.07K	﹤0.01%	448
2025 Q1	$7.11K	Buy	+68	New	+$7.67K	0.01%	445
2024 Q4	–	Sell	-178	Closed	-$21.3K	–	373
2024 Q3	$20.8K	Hold	178	–	–	0.01%	297
2024 Q2	$18.8K	Hold	178	–	–	0.01%	301
2024 Q1	$19.7K	Sell	178 -14	-7%	-$1.49K	0.01%	299
2023 Q4	$21.1K	Buy	+192	New	+$18.5K	0.02%	279
2023 Q3	–	Sell	-192	Closed	-$19.2K	–	282
2023 Q2	$19K	Hold	192	–	–	0.01%	334
2023 Q1	$19K	Hold	192	–	–	0.01%	316
2022 Q4	$18.2K	Hold	192	–	–	0.01%	328
2022 Q3	$17K	Hold	192	–	–	0.01%	312
2022 Q2	$18K	Hold	192	–	–	0.01%	293
2022 Q1	$21K	Hold	192	–	–	0.01%	304
2021 Q4	$22K	Buy	+192	New	+$21.9K	0.01%	281

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 22.96% 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

Byrne Asset Management's IJR Position: Q2 2026 in Review

Byrne Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 48 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Byrne Asset Management first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. The position peaked at $22K in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Byrne Asset Management held 48 shares of iShares Core S&P Small-Cap ETF worth $7.12K as of Q2 2026.
Byrne Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Byrne Asset Management's portfolio in Q2 2026, its #464 holding.
Byrne Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Byrne Asset Management's iShares Core S&P Small-Cap ETF position peaked at $22K in Q4 2021.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.