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J. M. Brown & Associates Inc.’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.54M Buy
+10,377
New +$1.42M 0.88% 28

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

J. M. Brown & Associates Inc.'s IJR Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 10,377 shares worth $1.54M. The stake represents 0.88% of the portfolio and ranks #28 among its holdings.

1,049 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • J. M. Brown & Associates Inc. held 10,377 shares of iShares Core S&P Small-Cap ETF worth $1.54M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.88% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #28 holding.
  • 1,049 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.