MBC
IJR icon

Michael Brady & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Michael Brady & 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 		$2.08M Sell
14,027
-50
-0.4% -$6.86K 1.84% 9
2026
Q1 		$1.75M Sell
14,077
-49
-0.3% -$6.22K 1.76% 9
2025
Q4 		$1.7M Buy
+14,126
New +$1.69M 1.69% 9

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Michael Brady & Co's IJR Position: Q2 2026 in Review

Michael Brady & Co reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.36% in Q2 2026, selling an estimated $6.86K and leaving 14,027 shares worth $2.08M. The position accounts for 1.84% of the portfolio, ranked #9.

Michael Brady & Co first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Michael Brady & Co held 14,027 shares of iShares Core S&P Small-Cap ETF worth $2.08M as of Q2 2026.
  • Michael Brady & Co sold 50 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.86K.
  • iShares Core S&P Small-Cap ETF made up 1.84% of Michael Brady & Co's portfolio in Q2 2026, its #9 holding.
  • Michael Brady & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.