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Fi3 Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fi3 Financial Advisors’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 		$39.9M Buy
320,983
+18,947
+6% +$2.41M 11.52% 3
2025
Q4 		$36.3M Buy
302,036
+2,144
+0.7% +$256K 11.1% 3
2025
Q3 		$35.6M Buy
299,892
+6,631
+2% +$763K 12.05% 3
2025
Q2 		$32.1M Buy
293,261
+6,620
+2% +$684K 11.56% 3
2025
Q1 		$30M Sell
286,641
-23,036
-7% -$2.6M 12.17% 3
2024
Q4 		$35.7M Sell
309,677
-487
-0.2% -$58.2K 13.36% 2
2024
Q3 		$36.3M Buy
310,164
+3,891
+1% +$440K 14.42% 3
2024
Q2 		$32.7M Buy
306,273
+6,697
+2% +$717K 14.38% 3
2024
Q1 		$32.1M Buy
299,576
+9,037
+3% +$960K 14.76% 3
2023
Q4 		$31.5M Buy
290,539
+7,823
+3% +$754K 14.99% 2
2023
Q3 		$26.7M Buy
282,716
+11,325
+4% +$1.13M 14.34% 2
2023
Q2 		$27M Buy
271,391
+73,071
+37% +$6.96M 14.15% 3
2023
Q1 		$19.2M Buy
198,320
+12,251
+7% +$1.22M 10.23% 3
2022
Q4 		$17.6M Buy
186,069
+45,416
+32% +$4.36M 10.07% 3
2022
Q3 		$12.3M Buy
140,653
+16,147
+13% +$1.57M 11.17% 3
2022
Q2 		$11.5M Sell
124,506
-6,986
-5% -$695K 9.47% 4
2022
Q1 		$14.2M Sell
131,492
-760
-0.6% -$82K 11.02% 4
2021
Q4 		$15.1M Buy
132,252
+8,587
+7% +$979K 9.91% 3
2021
Q3 		$13.5M Buy
123,665
+1,053
+0.9% +$116K 8.96% 5
2021
Q2 		$13.6M Buy
122,612
+27,463
+29% +$3.06M 9.3% 5
2021
Q1 		$10.3M Buy
+95,149
New +$9.96M 8.88% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fi3 Financial Advisors's IJR Position: Q1 2026 in Review

Fi3 Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q1 2026, buying an estimated $2.41M and bringing the position to 320,983 shares worth $39.9M. The position accounts for 11.52% of the portfolio, ranked #3.

Fi3 Financial Advisors first reported a position in IJR in Q1 2021 and has held it in 21 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Fi3 Financial Advisors held 320,983 shares of iShares Core S&P Small-Cap ETF worth $39.9M as of Q1 2026.
  • Fi3 Financial Advisors bought 18,947 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.41M.
  • iShares Core S&P Small-Cap ETF made up 11.52% of Fi3 Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • Fi3 Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.