F/M Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

F/M Investments’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	$8.53M	Sell	57,528 -1,927	-3%	-$264K	0.43%	51
2026 Q1	$7.39M	Sell	59,455 -12,574	-17%	-$1.6M	0.49%	50
2025 Q4	$8.66M	Sell	72,029 -170	-0.2%	-$20.3K	0.33%	71
2025 Q3	$8.58M	Sell	72,199 -6,881	-9%	-$791K	0.33%	71
2025 Q2	$8.64M	Buy	79,080 +5,820	+8%	+$602K	0.31%	68
2025 Q1	$7.66M	Sell	73,260 -12	-0%	-$1.35K	0.31%	69
2024 Q4	$8.44M	Buy	73,272 +3,235	+5%	+$386K	0.31%	70
2024 Q3	$8.19M	Sell	70,037 -11,280	-14%	-$1.27M	0.26%	129
2024 Q2	$8.67M	Buy	+81,317	New	+$8.7M	0.31%	108

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

F/M Investments's IJR Position: Q2 2026 in Review

F/M Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, selling an estimated $264K and leaving 57,528 shares worth $8.53M. The position accounts for 0.43% of the portfolio, ranked #51.

F/M Investments first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.67M in Q2 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

F/M Investments held 57,528 shares of iShares Core S&P Small-Cap ETF worth $8.53M as of Q2 2026.
F/M Investments sold 1,927 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $264K.
iShares Core S&P Small-Cap ETF made up 0.43% of F/M Investments's portfolio in Q2 2026, its #51 holding.
F/M Investments first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
F/M Investments's iShares Core S&P Small-Cap ETF position peaked at $8.67M in Q2 2024.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.