J.W. Burns & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

J.W. Burns & Co’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	$13.4M	Buy	90,166 +3,503	+4%	+$481K	1.39%	17
2026 Q1	$10.8M	Buy	86,663 +3,676	+4%	+$467K	1.23%	22
2025 Q4	$9.97M	Buy	82,987 +1,263	+2%	+$151K	1.1%	23
2025 Q3	$9.71M	Buy	81,724 +6,379	+8%	+$734K	1.1%	24
2025 Q2	$8.23M	Buy	75,345 +6,393	+9%	+$661K	1%	26
2025 Q1	$7.21M	Buy	68,952 +12,829	+23%	+$1.45M	0.93%	29
2024 Q4	$6.47M	Buy	56,123 +9,193	+20%	+$1.1M	0.83%	34
2024 Q3	$5.49M	Buy	46,930 +6,635	+16%	+$750K	0.71%	43
2024 Q2	$4.3M	Buy	40,295 +13,208	+49%	+$1.41M	0.58%	46
2024 Q1	$2.99M	Buy	27,087 +5,085	+23%	+$540K	0.42%	54
2023 Q4	$2.38M	Buy	22,002 +6,641	+43%	+$640K	0.35%	61
2023 Q3	$1.45M	Buy	15,361 +4,729	+44%	+$472K	0.23%	74
2023 Q2	$1.06M	Buy	10,632 +1,270	+14%	+$121K	0.17%	85
2023 Q1	$905K	Buy	9,362 +4,762	+104%	+$476K	0.15%	92
2022 Q4	$435K	Buy	+4,600	New	+$441K	0.08%	127
2020 Q1	–	Sell	-81,130	Closed	-$6.8M	–	150
2019 Q4	$6.8M	Buy	81,130 +32	+0%	+$2.58K	1.44%	19
2019 Q3	$6.31M	Sell	81,098 -974	-1%	-$75.4K	1.45%	20
2019 Q2	$6.42M	Buy	82,072 +2,479	+3%	+$192K	1.49%	21
2019 Q1	$6.14M	Buy	79,593 +136	+0.2%	+$10.4K	1.5%	19
2018 Q4	$5.51M	Sell	79,457 -4,656	-6%	-$360K	1.54%	17
2018 Q3	$7.34M	Buy	84,113 +404	+0.5%	+$35.4K	1.72%	14
2018 Q2	$6.99M	Buy	83,709 +733	+0.9%	+$59.7K	1.77%	12
2018 Q1	$6.39M	Buy	82,976 +340	+0.4%	+$26.5K	1.64%	13
2017 Q4	$6.35M	Buy	82,636 +605	+0.7%	+$45.6K	1.61%	16
2017 Q3	$6.09M	Buy	82,031 +539	+0.7%	+$37.8K	1.62%	16
2017 Q2	$5.71M	Sell	81,492 -3,471	-4%	-$240K	1.54%	19
2017 Q1	$5.88M	Buy	84,963 +2,883	+4%	+$199K	1.62%	16
2016 Q4	$5.64M	Buy	82,080 +56,648	+223%	+$3.65M	1.65%	15
2016 Q3	$1.58M	Buy	25,432 +9,232	+57%	+$564K	0.49%	64
2016 Q2	$941K	Buy	16,200 +280	+2%	+$16K	0.29%	84
2016 Q1	$896K	Buy	15,920 +764	+5%	+$39.9K	0.28%	81
2015 Q4	$834K	Buy	15,156 +4,426	+41%	+$249K	0.26%	89
2015 Q3	$572K	Buy	+10,730	New	+$609K	0.2%	94
2014 Q1	–	Sell	-220,220	Closed	-$12M	–	152
2013 Q4	$12M	Sell	220,220 -2,816	-1%	-$147K	4.17%	1
2013 Q3	$11.1M	Buy	223,036 +3,388	+2%	+$164K	4.26%	1
2013 Q2	$9.92M	Buy	+219,648	New	+$9.73M	4.07%	1

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

J.W. Burns & Co's IJR Position: Q2 2026 in Review

J.W. Burns & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4% in Q2 2026, buying an estimated $481K and bringing the position to 90,166 shares worth $13.4M. The position accounts for 1.39% of the portfolio, ranked #17.

J.W. Burns & Co first reported a position in IJR in Q2 2013 and has held it in 36 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

J.W. Burns & Co held 90,166 shares of iShares Core S&P Small-Cap ETF worth $13.4M as of Q2 2026.
J.W. Burns & Co bought 3,503 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $481K.
iShares Core S&P Small-Cap ETF made up 1.39% of J.W. Burns & Co's portfolio in Q2 2026, its #17 holding.
J.W. Burns & Co first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 36 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.