C.M. Bidwell & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

C.M. Bidwell & Associates’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	$43.2K	Hold	291	–	–	0.02%	240
2026 Q1	$36.2K	Hold	291	–	–	0.02%	234
2025 Q4	$35K	Hold	291	–	–	0.02%	237
2025 Q3	$34.6K	Hold	291	–	–	0.02%	236
2025 Q2	$31.8K	Hold	291	–	–	0.02%	235
2025 Q1	$30.4K	Hold	291	–	–	0.02%	234
2024 Q4	$33.5K	Hold	291	–	–	0.02%	243
2024 Q3	$34K	Hold	291	–	–	0.02%	240
2024 Q2	$31K	Hold	291	–	–	0.02%	249
2024 Q1	$32.2K	Buy	291 +118	+68%	+$12.5K	0.02%	248
2023 Q4	$18.7K	Hold	173	–	–	0.01%	269
2023 Q3	$16.3K	Hold	173	–	–	0.01%	340
2023 Q2	$17.2K	Hold	173	–	–	0.01%	350
2023 Q1	$16.7K	Hold	173	–	–	0.01%	350
2022 Q4	$16.4K	Buy	173 +62	+56%	+$5.95K	0.01%	343
2022 Q3	$10K	Hold	111	–	–	0.01%	350
2022 Q2	$10K	Hold	111	–	–	0.01%	348
2022 Q1	$12K	Hold	111	–	–	0.01%	354
2021 Q4	$13K	Hold	111	–	–	0.01%	372
2021 Q3	$12K	Hold	111	–	–	0.01%	379
2021 Q2	$13K	Hold	111	–	–	0.01%	378
2021 Q1	$12K	Hold	111	–	–	0.01%	380
2020 Q4	$10K	Hold	111	–	–	0.01%	377
2020 Q3	$8K	Hold	111	–	–	0.01%	351
2020 Q2	$8K	Buy	+111	New	+$7.01K	0.01%	337

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

C.M. Bidwell & Associates's IJR Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 291 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #240.

C.M. Bidwell & Associates first reported a position in IJR in Q2 2020 and has held it in 25 quarters since. 2,844 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

C.M. Bidwell & Associates held 291 shares of iShares Core S&P Small-Cap ETF worth $43.2K as of Q2 2026.
C.M. Bidwell & Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #240 holding.
C.M. Bidwell & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,844 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.