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 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 $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

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

Family Office Research increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q1 2026, buying an estimated $110K and bringing the position to 21,728 shares worth $2.7M. The position accounts for 1.17% of the portfolio, ranked #17.

Family Office Research first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Family Office Research held 21,728 shares of iShares Core S&P Small-Cap ETF worth $2.7M as of Q1 2026.
Family Office Research bought 868 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $110K.
iShares Core S&P Small-Cap ETF made up 1.17% of Family Office Research's portfolio in Q1 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 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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