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West Branch Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

West Branch Capital’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 		$55.6K Hold
375
– – 0.01% 133
2026
Q1 		$46.6K Hold
375
– – 0.01% 137
2025
Q4 		$45.1K Sell
375
-165
-31% -$19.7K 0.01% 146
2025
Q3 		$64.2K Hold
540
– – 0.02% 132
2025
Q2 		$59K Sell
540
-150
-22% -$15.5K 0.02% 136
2025
Q1 		$72.2K Sell
690
-195
-22% -$22K 0.02% 136
2024
Q4 		$102K Hold
885
– – 0.03% 114
2024
Q3 		$104K Hold
885
– – 0.04% 119
2024
Q2 		$94.4K Sell
885
-140
-14% -$15K 0.04% 128
2024
Q1 		$113K Sell
1,025
-332
-24% -$35.3K 0.05% 116
2023
Q4 		$147K Buy
1,357
+2
+0.1% +$193 0.07% 89
2023
Q3 		$128K Sell
1,355
-120
-8% -$12K 0.07% 97
2023
Q2 		$147K Buy
1,475
+2
+0.1% +$190 0.07% 92
2023
Q1 		$142K Sell
1,473
-289
-16% -$28.9K 0.08% 92
2022
Q4 		$167K Buy
1,762
+1
+0.1% +$96 0.1% 84
2022
Q3 		$154K Buy
1,761
+2
+0.1% +$194 0.1% 89
2022
Q2 		$163K Buy
1,759
+1
+0.1% +$99 0.09% 90
2022
Q1 		$190K Sell
1,758
-15
-0.8% -$1.62K 0.09% 86
2021
Q4 		$203K Sell
1,773
-147
-8% -$16.8K 0.09% 86
2021
Q3 		$210K Buy
1,920
+1
+0.1% +$110 0.1% 80
2021
Q2 		$217K Buy
1,919
+1
+0.1% +$112 0.11% 86
2021
Q1 		$208K Buy
+1,918
New +$201K 0.12% 88

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

West Branch Capital's IJR Position: Q2 2026 in Review

West Branch Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 375 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #133.

West Branch Capital first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. The position peaked at $217K in Q2 2021. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • West Branch Capital held 375 shares of iShares Core S&P Small-Cap ETF worth $55.6K as of Q2 2026.
  • West Branch Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #133 holding.
  • West Branch Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • West Branch Capital's iShares Core S&P Small-Cap ETF position peaked at $217K in Q2 2021.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.