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 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	0.88%	30

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coastal Bridge Advisors's IJR Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, buying an estimated $107K and bringing the position to 72,639 shares worth $9.03M. The position accounts for 0.64% of the portfolio, ranked #40.

Coastal Bridge Advisors first reported a position in IJR in Q1 2025 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Coastal Bridge Advisors held 72,639 shares of iShares Core S&P Small-Cap ETF worth $9.03M as of Q1 2026.
Coastal Bridge Advisors bought 845 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $107K.
iShares Core S&P Small-Cap ETF made up 0.64% of Coastal Bridge Advisors's portfolio in Q1 2026, its #40 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.