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

J. M. Brown & 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	$1.54M	Buy	+10,377	New	+$1.42M	0.88%	28

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. M. Brown & Associates's IJR Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 10,377 shares worth $1.54M. The stake represents 0.88% of the portfolio and ranks #28 among its holdings.

2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

J. M. Brown & Associates held 10,377 shares of iShares Core S&P Small-Cap ETF worth $1.54M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.88% of J. M. Brown & Associates's portfolio in Q2 2026, its #28 holding.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.