Coastal Bridge Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Coastal Bridge Advisors’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	$10.8M	Buy	73,087 +448	+0.6%	+$61.5K	0.67%	36
2026 Q1	$9.03M	Buy	72,639 +845	+1%	+$107K	0.64%	40
2025 Q4	$8.63M	Buy	71,794 +34,028	+90%	+$4.07M	0.64%	37
2025 Q3	$4.49M	Buy	37,766 +1,489	+4%	+$171K	0.34%	77
2025 Q2	$3.96M	Buy	36,277 +2,111	+6%	+$218K	0.33%	82
2025 Q1	$3.57M	Buy	+34,166	New	+$3.86M	0.32%	80

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 22.9% 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

Coastal Bridge Advisors's IJR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.62% in Q2 2026, buying an estimated $61.5K and bringing the position to 73,087 shares worth $10.8M. The position accounts for 0.67% of the portfolio, ranked #36.

Coastal Bridge Advisors first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Coastal Bridge Advisors held 73,087 shares of iShares Core S&P Small-Cap ETF worth $10.8M as of Q2 2026.
Coastal Bridge Advisors bought 448 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $61.5K.
iShares Core S&P Small-Cap ETF made up 0.67% of Coastal Bridge Advisors's portfolio in Q2 2026, its #36 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.