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

Family Office Research’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	$3.21M	Sell	21,623 -105	-0.5%	-$14.4K	1.2%	17
2026 Q1	$2.7M	Buy	21,728 +868	+4%	+$110K	1.17%	17
2025 Q4	$2.56M	Buy	20,860 +118	+0.6%	+$14.1K	1.04%	19
2025 Q3	$2.46M	Buy	20,742 +488	+2%	+$56.1K	1.08%	18
2025 Q2	$2.21M	Buy	20,254 +807	+4%	+$83.4K	1.05%	19
2025 Q1	$2.03M	Buy	19,447 +445	+2%	+$50.2K	0.99%	20
2024 Q4	$2.19M	Buy	+19,002	New	+$2.27M	0.96%	20

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

Family Office Research's IJR Position: Q2 2026 in Review

Family Office Research reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.48% in Q2 2026, selling an estimated $14.4K and leaving 21,623 shares worth $3.21M. The position accounts for 1.2% of the portfolio, ranked #17.

Family Office Research first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Family Office Research held 21,623 shares of iShares Core S&P Small-Cap ETF worth $3.21M as of Q2 2026.
Family Office Research sold 105 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.4K.
iShares Core S&P Small-Cap ETF made up 1.2% of Family Office Research's portfolio in Q2 2026, its #17 holding.
Family Office Research first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.