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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

North Berkeley Wealth Management's IJR Position: Q1 2026 in Review

North Berkeley Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.9% in Q1 2026, buying an estimated $714K and bringing the position to 69,130 shares worth $8.59M. The position accounts for 4.54% of the portfolio, ranked #8.

North Berkeley Wealth Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

North Berkeley Wealth Management held 69,130 shares of iShares Core S&P Small-Cap ETF worth $8.59M as of Q1 2026.
North Berkeley Wealth Management bought 5,621 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $714K.
iShares Core S&P Small-Cap ETF made up 4.54% of North Berkeley Wealth Management's portfolio in Q1 2026, its #8 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 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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