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

Byrne Financial Freedom’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 		$205K Buy
+1,650
New +$210K 0.1% 101
2025
Q4 		– Sell
-1,782
Closed -$212K – 104
2025
Q3 		$212K Buy
+1,782
New +$205K 0.11% 91
2025
Q1 		– Sell
-2,235
Closed -$258K – 100
2024
Q4 		$258K Buy
+2,235
New +$267K 0.11% 83

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

Byrne Financial Freedom's IJR Position: Q1 2026 in Review

Byrne Financial Freedom opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,650 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings. This is a return to the name: Byrne Financial Freedom previously reported a position in IJR as recently as Q3 2025.

Byrne Financial Freedom first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. The position peaked at $258K in Q4 2024. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Byrne Financial Freedom held 1,650 shares of iShares Core S&P Small-Cap ETF worth $205K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Byrne Financial Freedom position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Byrne Financial Freedom's portfolio in Q1 2026, its #101 holding.
  • Byrne Financial Freedom first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Byrne Financial Freedom's iShares Core S&P Small-Cap ETF position peaked at $258K in Q4 2024.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.