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

North Berkeley 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 Q3	$9.9M	Buy	72,814 +636	+0.9%	+$92K	3.85%	13
2026 Q2	$10.7M	Buy	72,178 +3,048	+4%	+$418K	4.33%	9
2026 Q1	$8.59M	Buy	69,130 +5,621	+9%	+$714K	4.54%	8
2025 Q4	$7.63M	Buy	63,509 +2,300	+4%	+$275K	4.5%	7
2025 Q3	$7.27M	Buy	61,209 +44,775	+272%	+$5.15M	5.74%	6
2025 Q2	$1.8M	Buy	16,434 +3,298	+25%	+$341K	1.65%	11
2025 Q1	$1.37M	Buy	13,136 +696	+6%	+$78.5K	1.43%	13
2024 Q4	$1.43M	Buy	+12,440	New	+$1.49M	1.46%	12

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

North Berkeley Wealth Management's IJR Position: Q3 2026 in Review

North Berkeley Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.88% in Q3 2026, buying an estimated $92K and bringing the position to 72,814 shares worth $9.9M. The position accounts for 3.85% of the portfolio, ranked #13.

North Berkeley Wealth Management first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q2 2026. 1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

North Berkeley Wealth Management held 72,814 shares of iShares Core S&P Small-Cap ETF worth $9.9M as of Q3 2026.
North Berkeley Wealth Management bought 636 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $92K.
iShares Core S&P Small-Cap ETF made up 3.85% of North Berkeley Wealth Management's portfolio in Q3 2026, its #13 holding.
North Berkeley Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
North Berkeley Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.7M in Q2 2026.
1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on North Berkeley Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.