BSC
IJR icon

BOLTON SECURITIES CORPORATION’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.51M Buy
+12,167
New +$1.55M 0.07% 287
2025
Q3 		$1.29M Buy
+10,818
New +$1.24M 0.06% 322
2025
Q1 		$1.01M Buy
+9,637
New +$1.09M 0.06% 337

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 $2.32T AUM 44.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IJR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 12,167 shares worth $1.51M. The stake represents 0.07% of the portfolio and ranks #287 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IJR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IJR in Q1 2025 and has held it in 3 quarters since. 2,771 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 12,167 shares of iShares Core S&P Small-Cap ETF worth $1.51M as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #287 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,771 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.