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Newbridge Financial Services Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Newbridge Financial Services Group’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 		$142K Buy
957
+421
+79% +$57.8K 0.02% 285
2026
Q1 		$66.6K Sell
536
-13
-2% -$1.65K 0.01% 372
2025
Q4 		$66K Buy
549
+20
+4% +$2.39K 0.01% 377
2025
Q3 		$62.8K Buy
529
+2
+0.4% +$230 0.01% 470
2025
Q2 		$57.6K Sell
527
-196
-27% -$20.3K 0.01% 479
2025
Q1 		$75.6K Buy
723
+127
+21% +$14.3K 0.02% 298
2024
Q4 		$68.6K Buy
+596
New +$71.2K 0.02% 342
2024
Q3 		– Sell
-671
Closed -$71.6K – 858
2024
Q2 		$71.6K Sell
671
-510
-43% -$54.6K 0.03% 309
2024
Q1 		$130K Sell
1,181
-61
-5% -$6.48K 0.06% 252
2023
Q4 		$134K Sell
1,242
-472
-28% -$45.5K 0.07% 235
2023
Q3 		$162K Sell
1,714
-178
-9% -$17.8K 0.08% 217
2023
Q2 		$188K Sell
1,892
-424
-18% -$40.4K 0.09% 208
2023
Q1 		$224K Sell
2,316
-465
-17% -$46.5K 0.12% 170
2022
Q4 		$263K Sell
2,781
-681
-20% -$65.3K 0.15% 139
2022
Q3 		$302K Sell
3,462
-269
-7% -$26.1K 0.18% 126
2022
Q2 		$345K Buy
3,731
+144
+4% +$14.3K 0.21% 100
2022
Q1 		$387K Sell
3,587
-633
-15% -$68.3K 0.19% 108
2021
Q4 		$483K Buy
4,220
+1,232
+41% +$140K 0.23% 93
2021
Q3 		$326K Buy
2,988
+1,697
+131% +$187K 0.2% 112
2021
Q2 		$146K Sell
1,291
-19
-1% -$2.12K 0.09% 219
2021
Q1 		$142K Buy
1,310
+968
+283% +$101K 0.1% 202
2020
Q4 		$31K Buy
342
+1
+0.3% +$82 0.03% 438
2020
Q3 		$24K Buy
+341
New +$24.4K 0.02% 456

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

Newbridge Financial Services Group's IJR Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 79% in Q2 2026, buying an estimated $57.8K and bringing the position to 957 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #285.

Newbridge Financial Services Group first reported a position in IJR in Q3 2020 and has held it in 23 quarters since. The position peaked at $483K in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Newbridge Financial Services Group held 957 shares of iShares Core S&P Small-Cap ETF worth $142K as of Q2 2026.
  • Newbridge Financial Services Group bought 421 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $57.8K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #285 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Core S&P Small-Cap ETF position peaked at $483K in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.