4FG
IJR icon

4Thought Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

4Thought Financial Group’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 		$12M Sell
80,910
-15,587
-16% -$2.14M 5.64% 4
2026
Q1 		$12M Sell
96,497
-4,978
-5% -$632K 5.93% 3
2025
Q4 		$12.2M Sell
101,475
-1,001
-1% -$120K 6.04% 4
2025
Q3 		$12.2M Sell
102,476
-1,776
-2% -$204K 6.16% 3
2025
Q2 		$11.4M Buy
104,252
+23,922
+30% +$2.47M 6.05% 4
2025
Q1 		$8.4M Buy
80,330
+851
+1% +$96K 5.19% 3
2024
Q4 		$9.16M Buy
79,479
+1,274
+2% +$152K 5.68% 3
2024
Q3 		$9.15M Sell
78,205
-5,368
-6% -$606K 5.64% 4
2024
Q2 		$8.91M Buy
83,573
+3,654
+5% +$391K 5.54% 3
2024
Q1 		$8.83M Buy
79,919
+15,337
+24% +$1.63M 5.81% 4
2023
Q4 		$6.99M Sell
64,582
-12,702
-16% -$1.22M 5.05% 5
2023
Q3 		$7.29M Buy
77,284
+3,190
+4% +$319K 5.86% 4
2023
Q2 		$7.38M Buy
74,094
+6,473
+10% +$616K 5.89% 4
2023
Q1 		$6.54M Buy
67,621
+4,795
+8% +$479K 5.41% 3
2022
Q4 		$5.95M Buy
62,826
+3,078
+5% +$295K 5.36% 3
2022
Q3 		$5.21M Buy
59,748
+1,022
+2% +$99.3K 5.12% 4
2022
Q2 		$5.43M Buy
58,726
+13,171
+29% +$1.31M 5.09% 3
2022
Q1 		$4.91M Sell
45,555
-1,268
-3% -$137K 4.36% 6
2021
Q4 		$5.36M Sell
46,823
-186
-0.4% -$21.2K 4.33% 5
2021
Q3 		$5.13M Sell
47,009
-813
-2% -$89.5K 4.46% 4
2021
Q2 		$5.4M Buy
47,822
+66
+0.1% +$7.36K 4.87% 5
2021
Q1 		$5.18M Buy
+47,756
New +$5M 5% 4

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

4Thought Financial Group's IJR Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, selling an estimated $2.14M and leaving 80,910 shares worth $12M. The position accounts for 5.64% of the portfolio, ranked #4.

4Thought Financial Group first reported a position in IJR in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.2M in Q4 2025. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • 4Thought Financial Group held 80,910 shares of iShares Core S&P Small-Cap ETF worth $12M as of Q2 2026.
  • 4Thought Financial Group sold 15,587 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.14M.
  • iShares Core S&P Small-Cap ETF made up 5.64% of 4Thought Financial Group's portfolio in Q2 2026, its #4 holding.
  • 4Thought Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares Core S&P Small-Cap ETF position peaked at $12.2M in Q4 2025.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.