FAS Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

FAS Wealth Partners’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	$3.65M	Sell	29,391 -725	-2%	-$92.1K	0.23%	93
2025 Q4	$3.62M	Buy	30,116 +52	+0.2%	+$6.22K	0.23%	90
2025 Q3	$3.57M	Buy	30,064 +752	+3%	+$86.5K	0.24%	87
2025 Q2	$3.2M	Sell	29,312 -995	-3%	-$103K	0.24%	91
2025 Q1	$3.17M	Sell	30,307 -784	-3%	-$88.5K	0.26%	87
2024 Q4	$3.58M	Sell	31,091 -2,114	-6%	-$253K	0.3%	71
2024 Q3	$3.88M	Buy	33,205 +2,768	+9%	+$313K	0.31%	72
2024 Q2	$3.25M	Sell	30,437 -349	-1%	-$37.3K	0.28%	78
2024 Q1	$3.4M	Sell	30,786 -652	-2%	-$69.2K	0.3%	74
2023 Q4	$3.4M	Sell	31,438 -3,098	-9%	-$299K	0.32%	69
2023 Q3	$3.26M	Sell	34,536 -570	-2%	-$56.9K	0.35%	61
2023 Q2	$3.5M	Sell	35,106 -1,932	-5%	-$184K	0.44%	47
2023 Q1	$3.58M	Sell	37,038 -29,811	-45%	-$2.98M	0.39%	53
2022 Q4	$6.33M	Sell	66,849 -64,138	-49%	-$6.15M	0.72%	31
2022 Q3	$11.4M	Buy	130,987 +2,742	+2%	+$266K	1.27%	15
2022 Q2	$11.9M	Buy	128,245 +5,063	+4%	+$504K	1.25%	17
2022 Q1	$13.3M	Sell	123,182 -543	-0.4%	-$58.6K	1.25%	15
2021 Q4	$14.2M	Sell	123,725 -9,961	-7%	-$1.14M	1.3%	15
2021 Q3	$14.6M	Buy	133,686 +3,742	+3%	+$412K	1.37%	15
2021 Q2	$14.7M	Buy	129,944 +3,763	+3%	+$420K	1.38%	15
2021 Q1	$13.7M	Buy	126,181 +7,713	+7%	+$807K	1.43%	15
2020 Q4	$10.9M	Buy	118,468 +31,243	+36%	+$2.57M	1.24%	18
2020 Q3	$6.13M	Buy	87,225 +12,967	+17%	+$929K	0.84%	23
2020 Q2	$5.07M	Buy	74,258 +33,276	+81%	+$2.1M	0.75%	26
2020 Q1	$2.3M	Buy	40,982 +14,968	+58%	+$1.11M	0.4%	48
2019 Q4	$2.18M	Buy	26,014 +1,307	+5%	+$105K	0.37%	49
2019 Q3	$1.92M	Buy	24,707 +1,106	+5%	+$85.6K	0.35%	56
2019 Q2	$1.85M	Sell	23,601 -1,608	-6%	-$125K	0.34%	60
2019 Q1	$1.95M	Buy	25,209 +276	+1%	+$21.2K	0.38%	54
2018 Q4	$1.73M	Buy	24,933 +832	+3%	+$64.3K	0.4%	53
2018 Q3	$2.1M	Buy	24,101 +678	+3%	+$59.4K	0.48%	41
2018 Q2	$1.96M	Buy	23,423 +469	+2%	+$38.2K	0.53%	41
2018 Q1	$1.77M	Buy	22,954 +270	+1%	+$21K	0.51%	45
2017 Q4	$1.74M	Buy	22,684 +313	+1%	+$23.6K	0.46%	45
2017 Q3	$1.66M	Buy	22,371 +449	+2%	+$31.5K	0.46%	43
2017 Q2	$1.54M	Sell	21,922 -587	-3%	-$40.6K	0.46%	40
2017 Q1	$1.56M	Buy	22,509 +6,541	+41%	+$451K	0.48%	41
2016 Q4	$1.1M	Buy	15,968 +934	+6%	+$60.2K	0.33%	44
2016 Q3	$933K	Buy	15,034 +4,768	+46%	+$291K	0.31%	46
2016 Q2	$597K	Buy	10,266 +2,302	+29%	+$131K	0.22%	60
2016 Q1	$448K	Sell	7,964 -2,246	-22%	-$117K	0.23%	53
2015 Q4	$562K	Buy	10,210 +5,468	+115%	+$308K	0.28%	53
2015 Q3	$253K	Hold	4,742	–	–	0.15%	88
2015 Q2	$279K	Hold	4,742	–	–	0.14%	83
2015 Q1	$280K	Hold	4,742	–	–	0.14%	76
2014 Q4	$270K	Hold	4,742	–	–	0.14%	75
2014 Q3	$247K	Buy	4,742 +780	+20%	+$42.4K	0.14%	75
2014 Q2	$222K	Sell	3,962 -96	-2%	-$5.19K	0.13%	79
2014 Q1	$223K	Sell	4,058 -1,670	-29%	-$90.3K	0.15%	77
2013 Q4	$313K	Buy	+5,728	New	+$299K	0.19%	62

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

FAS Wealth Partners's IJR Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q1 2026, selling an estimated $92.1K and leaving 29,391 shares worth $3.65M. The position accounts for 0.23% of the portfolio, ranked #93.

FAS Wealth Partners first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.7M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

FAS Wealth Partners held 29,391 shares of iShares Core S&P Small-Cap ETF worth $3.65M as of Q1 2026.
FAS Wealth Partners sold 725 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $92.1K.
iShares Core S&P Small-Cap ETF made up 0.23% of FAS Wealth Partners's portfolio in Q1 2026, its #93 holding.
FAS Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
FAS Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $14.7M in Q2 2021.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.