Allie Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Allie Family Office’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	$526K	Hold	4,229	–	–	0.23%	54
2025 Q4	$508K	Hold	4,229	–	–	0.24%	59
2025 Q3	$503K	Sell	4,229 -75	-2%	-$8.63K	0.24%	58
2025 Q2	$470K	Buy	4,304 +11	+0.3%	+$1.14K	0.23%	52
2025 Q1	$449K	Buy	4,293 +245	+6%	+$27.6K	0.25%	55
2024 Q4	$466K	Hold	4,048	–	–	0.26%	51
2024 Q3	$473K	Hold	4,048	–	–	0.26%	53
2024 Q2	$432K	Hold	4,048	–	–	0.26%	56
2024 Q1	$447K	Hold	4,048	–	–	0.26%	50
2023 Q4	$438K	Hold	4,048	–	–	0.3%	48
2023 Q3	$383K	Buy	4,048 +1,281	+46%	+$128K	0.31%	42
2023 Q2	$276K	Hold	2,767	–	–	0.2%	55
2023 Q1	$268K	Buy	+2,767	New	+$277K	0.2%	58
2022 Q3	–	Sell	-2,196	Closed	-$203K	–	74
2022 Q2	$203K	Hold	2,196	–	–	0.16%	67
2022 Q1	$237K	Buy	+2,196	New	+$237K	0.18%	56

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

Allie Family Office's IJR Position: Q1 2026 in Review

Allie Family Office held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 4,229 shares worth $526K. The position accounts for 0.23% of the portfolio, ranked #54.

Allie Family Office first reported a position in IJR in Q1 2022 and has held it in 15 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Allie Family Office held 4,229 shares of iShares Core S&P Small-Cap ETF worth $526K as of Q1 2026.
Allie Family Office left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.23% of Allie Family Office's portfolio in Q1 2026, its #54 holding.
Allie Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.