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

Fiduciary Financial Group’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	$1.34M	Sell	9,024 -2	-0%	-$274	0.15%	93
2026 Q1	$1.12M	Sell	9,026 -3	-0%	-$381	0.15%	96
2025 Q4	$1.09M	Buy	9,029 +218	+2%	+$26.1K	0.15%	93
2025 Q3	$1.05M	Sell	8,811 -404	-4%	-$46.5K	0.17%	82
2025 Q2	$1.02M	Sell	9,215 -84	-0.9%	-$8.68K	0.18%	79
2025 Q1	$876K	Buy	9,299 +480	+5%	+$54.2K	0.19%	74
2024 Q4	$997K	Buy	8,819 +268	+3%	+$32K	0.22%	70
2024 Q3	$980K	Sell	8,551 -113	-1%	-$12.8K	0.22%	65
2024 Q2	$1.01M	Buy	+8,664	New	+$927K	0.24%	59

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Fiduciary Financial Group's IJR Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q2 2026, selling an estimated $274 and leaving 9,024 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #93.

Fiduciary Financial Group first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 1,500 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fiduciary Financial Group held 9,024 shares of iShares Core S&P Small-Cap ETF worth $1.34M as of Q2 2026.
Fiduciary Financial Group sold 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #93 holding.
Fiduciary Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,500 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.