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Morton Brown Family Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Morton Brown Family Wealth’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 		$94.3K Hold
636
– – 0.02% 97
2026
Q1 		$79.1K Sell
636
-9
-1% -$1.14K 0.02% 96
2025
Q4 		$77.5K Sell
645
-94
-13% -$11.2K 0.02% 96
2025
Q3 		$87.8K Sell
739
-85
-10% -$9.78K 0.03% 88
2025
Q2 		$90.1K Sell
824
-32
-4% -$3.31K 0.03% 87
2025
Q1 		$89.5K Sell
856
-10
-1% -$1.13K 0.03% 84
2024
Q4 		$99.8K Sell
866
-12
-1% -$1.43K 0.03% 81
2024
Q3 		$103K Sell
878
-75
-8% -$8.47K 0.04% 74
2024
Q2 		$109K Sell
953
-17
-2% -$1.82K 0.04% 70
2024
Q1 		$107K Sell
970
-56
-5% -$5.95K 0.04% 66
2023
Q4 		$111K Buy
1,026
+123
+14% +$11.9K 0.05% 71
2023
Q3 		$85.2K Sell
903
-60
-6% -$5.99K 0.04% 64
2023
Q2 		$96K Sell
963
-11
-1% -$1.05K 0.05% 63
2023
Q1 		$94.2K Buy
974
+4
+0.4% +$400 0.06% 63
2022
Q4 		$91.8K Sell
970
-170
-15% -$16.3K 0.06% 64
2022
Q3 		$99K Sell
1,140
-113
-9% -$11K 0.08% 54
2022
Q2 		$116K Sell
1,253
-15
-1% -$1.49K 0.09% 49
2022
Q1 		$137K Sell
1,268
-17
-1% -$1.83K 0.1% 48
2021
Q4 		$147K Buy
+1,285
New +$146K 0.11% 48

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 22.9% 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

Morton Brown Family Wealth's IJR Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 636 shares worth $94.3K. The position accounts for 0.02% of the portfolio, ranked #97.

Morton Brown Family Wealth first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $147K in Q4 2021. 2,854 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Morton Brown Family Wealth held 636 shares of iShares Core S&P Small-Cap ETF worth $94.3K as of Q2 2026.
  • Morton Brown Family Wealth left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #97 holding.
  • Morton Brown Family Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares Core S&P Small-Cap ETF position peaked at $147K in Q4 2021.
  • 2,854 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.