JWBC
IJR icon

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

John W. Brooker & 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 		$2.18M Sell
14,731
-5,355
-27% -$735K 2.64% 8
2026
Q1 		$2.5M Sell
20,086
-5,477
-21% -$696K 3.93% 8
2025
Q4 		$3.07M Sell
25,563
-1,825
-7% -$218K 5.5% 3
2025
Q3 		$3.25M Sell
27,388
-511
-2% -$58.8K 6.61% 3
2025
Q2 		$3.18M Sell
27,899
-85,654
-75% -$8.85M 7.46% 3
2025
Q1 		$11.9M Sell
113,553
-881
-0.8% -$99.4K 4.91% 5
2024
Q4 		$13.2M Buy
114,434
+151
+0.1% +$18K 5.69% 4
2024
Q3 		$13.4M Buy
114,283
+2,416
+2% +$273K 6.14% 3
2024
Q2 		$11.9M Sell
111,867
-2,561
-2% -$274K 5.98% 4
2024
Q1 		$12.6M Buy
114,428
+1,318
+1% +$140K 6.79% 3
2023
Q4 		$12.2M Sell
113,110
-2,263
-2% -$218K 7.06% 4
2023
Q3 		$10.9M Sell
115,373
-1,318
-1% -$132K 6.88% 3
2023
Q2 		$11.6M Buy
116,691
+674
+0.6% +$64.2K 7.53% 3
2023
Q1 		$11.1M Sell
116,017
-947
-0.8% -$94.7K 7.38% 3
2022
Q4 		$11.1M Sell
116,964
-114
-0.1% -$10.9K 7.24% 3
2022
Q3 		$10.2M Sell
117,078
-592
-0.5% -$57.5K 6.56% 3
2022
Q2 		$10.9M Buy
117,670
+285
+0.2% +$28.3K 6.65% 4
2022
Q1 		$12.7M Buy
117,385
+23,906
+26% +$2.58M 6.86% 4
2021
Q4 		$10.7M Buy
93,479
+3,581
+4% +$408K 5.5% 5
2021
Q3 		$9.82M Buy
89,898
+1,599
+2% +$176K 5.53% 5
2021
Q2 		$9.98M Buy
88,299
+3,693
+4% +$412K 5.82% 5
2021
Q1 		$9.18M Buy
84,606
+12,236
+17% +$1.28M 5.71% 5
2020
Q4 		$6.65M Buy
72,370
+23,264
+47% +$1.91M 4.35% 7
2020
Q3 		$3.45M Buy
49,106
+3,610
+8% +$259K 2.4% 10
2020
Q2 		$3.11M Buy
45,496
+11,772
+35% +$743K 2.21% 11
2020
Q1 		$1.89M Buy
33,724
+3,509
+12% +$261K 1.36% 18
2019
Q4 		$2.53M Buy
+30,215
New +$2.43M 1.62% 18

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

John W. Brooker & Co's IJR Position: Q2 2026 in Review

John W. Brooker & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q2 2026, selling an estimated $735K and leaving 14,731 shares worth $2.18M. The position accounts for 2.64% of the portfolio, ranked #8.

John W. Brooker & Co first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.4M in Q3 2024. 959 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • John W. Brooker & Co held 14,731 shares of iShares Core S&P Small-Cap ETF worth $2.18M as of Q2 2026.
  • John W. Brooker & Co sold 5,355 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $735K.
  • iShares Core S&P Small-Cap ETF made up 2.64% of John W. Brooker & Co's portfolio in Q2 2026, its #8 holding.
  • John W. Brooker & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • John W. Brooker & Co's iShares Core S&P Small-Cap ETF position peaked at $13.4M in Q3 2024.
  • 959 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.