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

Fiduciary Management Inc’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	$903K	Buy	+6,090	New	+$836K	0.01%	54
2026 Q1	–	Sell	-60,880	Closed	-$7.32M	–	65
2025 Q4	$7.32M	Buy	+60,880	New	+$7.28M	0.08%	58
2025 Q2	–	Sell	-7,135	Closed	-$746K	–	68
2025 Q1	$746K	Sell	7,135 -6,110	-46%	-$689K	0.01%	63
2024 Q4	$1.53M	Buy	+13,245	New	+$1.58M	0.01%	65
2023 Q1	–	Sell	-5,878	Closed	-$556K	–	62
2022 Q4	$556K	Buy	+5,878	New	+$564K	0.01%	67
2022 Q1	–	Sell	-7,630	Closed	-$874K	–	77
2021 Q4	$874K	Buy	+7,630	New	+$870K	0.01%	75
2020 Q1	–	Sell	-24,338	Closed	-$2.04M	–	71
2019 Q4	$2.04M	Buy	24,338 +18,761	+336%	+$1.51M	0.01%	66
2019 Q3	$434K	Buy	+5,577	New	+$432K	﹤0.01%	67
2019 Q1	–	Sell	-79,100	Closed	-$5.48M	–	71
2018 Q4	$5.48M	Buy	+79,100	New	+$6.11M	0.04%	66
2018 Q1	–	Sell	-3,400	Closed	-$261K	–	67
2017 Q4	$261K	Buy	+3,400	New	+$256K	﹤0.01%	66
2017 Q1	–	Sell	-12,690	Closed	-$873K	–	71
2016 Q4	$873K	Buy	+12,690	New	+$818K	0.01%	71
2016 Q1	–	Sell	-56,370	Closed	-$3.1M	–	75
2015 Q4	$3.1M	Buy	56,370 +35,380	+169%	+$1.99M	0.02%	73
2015 Q3	$1.12M	Buy	+20,990	New	+$1.19M	0.01%	72
2015 Q1	–	Sell	-37,514	Closed	-$2.14M	–	72
2014 Q4	$2.14M	Buy	+37,514	New	+$2.05M	0.01%	67
2014 Q1	–	Sell	-4,650	Closed	-$254K	–	68
2013 Q4	$254K	Buy	+4,650	New	+$243K	﹤0.01%	65

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiduciary Management Inc's IJR Position: Q2 2026 in Review

Fiduciary Management Inc opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 6,090 shares worth $903K. The stake represents 0.01% of the portfolio and ranks #54 among its holdings. This is a return to the name: Fiduciary Management Inc previously reported a position in IJR as recently as Q4 2025.

Fiduciary Management Inc first reported a position in IJR in Q4 2013 and has held it in 15 quarters since. The position peaked at $7.32M in Q4 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fiduciary Management Inc held 6,090 shares of iShares Core S&P Small-Cap ETF worth $903K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Fiduciary Management Inc position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Fiduciary Management Inc's portfolio in Q2 2026, its #54 holding.
Fiduciary Management Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 15 quarters since.
Fiduciary Management Inc's iShares Core S&P Small-Cap ETF position peaked at $7.32M in Q4 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.