LWM
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Lionsbridge Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lionsbridge Wealth Management’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 		$2.38M Sell
19,161
-4,007
-17% -$509K 2.39% 9
2025
Q4 		$2.78M Sell
23,168
-4,644
-17% -$555K 2.82% 11
2025
Q3 		$3.3M Buy
27,812
+9,028
+48% +$1.04M 3.26% 7
2025
Q2 		$2.05M Buy
18,784
+2,509
+15% +$259K 2.04% 15
2025
Q1 		$1.7M Buy
16,275
+2,283
+16% +$258K 1.51% 25
2024
Q4 		$1.61M Buy
13,992
+1,997
+17% +$239K 1.35% 29
2024
Q3 		$1.4M Buy
11,995
+3,287
+38% +$371K 1.11% 33
2024
Q2 		$929K Sell
8,708
-16,391
-65% -$1.75M 0.74% 41
2024
Q1 		$2.77M Sell
25,099
-2,630
-9% -$279K 2.15% 16
2023
Q4 		$3M Buy
27,729
+3,942
+17% +$380K 2.4% 19
2023
Q3 		$2.24M Sell
23,787
-7,899
-25% -$789K 2.13% 20
2023
Q2 		$3.16M Buy
31,686
+8,637
+37% +$822K 2.82% 15
2023
Q1 		$2.23M Buy
23,049
+6,707
+41% +$671K 2.06% 19
2022
Q4 		$1.55M Buy
+16,342
New +$1.57M 1.51% 24
2022
Q2 		– Sell
-22,421
Closed -$2.42M – 44
2022
Q1 		$2.42M Sell
22,421
-965
-4% -$104K 2.8% 9
2021
Q4 		$2.68M Sell
23,386
-387
-2% -$44.1K 2.88% 7
2021
Q3 		$2.6M Sell
23,773
-9,250
-28% -$1.02M 2.8% 7
2021
Q2 		$3.73M Sell
33,023
-164
-0.5% -$18.3K 3.98% 4
2021
Q1 		$3.6M Buy
33,187
+683
+2% +$71.5K 3.51% 7
2020
Q4 		$2.99M Buy
32,504
+12,086
+59% +$993K 3.23% 9
2020
Q3 		$1.43M Buy
20,418
+941
+5% +$67.4K 1.72% 16
2020
Q2 		$1.33M Buy
+19,477
New +$1.23M 1.5% 20
2020
Q1 		– Sell
-102
Closed -$8K – 165
2019
Q4 		$8K Buy
+102
New +$8.21K 0.01% 126

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lionsbridge Wealth Management's IJR Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q1 2026, selling an estimated $509K and leaving 19,161 shares worth $2.38M. The position accounts for 2.39% of the portfolio, ranked #9.

Lionsbridge Wealth Management first reported a position in IJR in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.73M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Lionsbridge Wealth Management held 19,161 shares of iShares Core S&P Small-Cap ETF worth $2.38M as of Q1 2026.
  • Lionsbridge Wealth Management sold 4,007 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $509K.
  • iShares Core S&P Small-Cap ETF made up 2.39% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Lionsbridge Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Lionsbridge Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.73M in Q2 2021.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.