FC Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

FC Advisory’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	$635K	Sell	4,284 -11	-0.3%	-$1.51K	0.17%	73
2026 Q1	$534K	Sell	4,295 -94	-2%	-$11.9K	0.16%	77
2025 Q4	$527K	Buy	4,389 +41	+0.9%	+$4.9K	0.15%	76
2025 Q3	$517K	Buy	4,348 +11	+0.3%	+$1.26K	0.15%	77
2025 Q2	$474K	Buy	4,337 +11	+0.3%	+$1.14K	0.15%	79
2025 Q1	$452K	Buy	4,326 +79	+2%	+$8.91K	0.15%	79
2024 Q4	$489K	Sell	4,247 -215	-5%	-$25.7K	0.16%	76
2024 Q3	$522K	Buy	4,462 +12	+0.3%	+$1.36K	0.18%	73
2024 Q2	$475K	Sell	4,450 -88	-2%	-$9.41K	0.17%	70
2024 Q1	$502K	Sell	4,538 -186	-4%	-$19.8K	0.18%	65
2023 Q4	$511K	Buy	4,724 +205	+5%	+$19.8K	0.2%	65
2023 Q3	$426K	Buy	4,519 +1,155	+34%	+$115K	0.18%	69
2023 Q2	$335K	Buy	3,364 +65	+2%	+$6.19K	0.14%	78
2023 Q1	$319K	Buy	3,299 +124	+4%	+$12.4K	0.14%	76
2022 Q4	$300K	Sell	3,175 -84	-3%	-$8.06K	0.14%	76
2022 Q3	$284K	Buy	3,259 +515	+19%	+$50K	0.14%	72
2022 Q2	$254K	Buy	2,744 +4	+0.1%	+$398	0.12%	72
2022 Q1	$296K	Buy	2,740 +3	+0.1%	+$324	0.13%	63
2021 Q4	$313K	Buy	2,737 +185	+7%	+$21.1K	0.13%	58
2021 Q3	$279K	Hold	2,552	–	–	0.12%	59
2021 Q2	$288K	Buy	2,552 +8	+0.3%	+$892	0.13%	59
2021 Q1	$276K	Sell	2,544 -120	-5%	-$12.6K	0.13%	57
2020 Q4	$245K	Buy	+2,664	New	+$219K	0.12%	60
2020 Q1	–	Sell	-2,981	Closed	-$250K	–	54
2019 Q4	$250K	Buy	2,981 +6	+0.2%	+$483	0.15%	49
2019 Q3	$234K	Sell	2,975 -172	-5%	-$13.3K	0.14%	48
2019 Q2	$245K	Sell	3,147 -57	-2%	-$4.42K	0.15%	47
2019 Q1	$247K	Buy	3,204 +6	+0.2%	+$461	0.16%	46
2018 Q4	$222K	Buy	3,198 +15	+0.5%	+$1.16K	0.15%	45
2018 Q3	$278K	Buy	3,183 +6	+0.2%	+$526	0.17%	38
2018 Q2	$265K	Hold	3,177	–	–	0.17%	40
2018 Q1	$245K	Buy	3,177 +7	+0.2%	+$545	0.16%	40
2017 Q4	$244K	Buy	3,170 +14	+0.4%	+$1.05K	0.16%	38
2017 Q3	$234K	Buy	3,156 +101	+3%	+$7.08K	0.16%	36
2017 Q2	$214K	Hold	3,055	–	–	0.15%	38
2017 Q1	$211K	Buy	3,055 +3	+0.1%	+$207	0.15%	38
2016 Q4	$211K	Buy	+3,052	New	+$197K	0.16%	33

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FC Advisory's IJR Position: Q2 2026 in Review

FC Advisory reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.26% in Q2 2026, selling an estimated $1.51K and leaving 4,284 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #73.

FC Advisory first reported a position in IJR in Q4 2016 and has held it in 36 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

FC Advisory held 4,284 shares of iShares Core S&P Small-Cap ETF worth $635K as of Q2 2026.
FC Advisory sold 11 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51K.
iShares Core S&P Small-Cap ETF made up 0.17% of FC Advisory's portfolio in Q2 2026, its #73 holding.
FC Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 36 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.