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

Fiducient 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 		$35.7M Buy
286,877
+136,954
+91% +$17.4M 4.66% 6
2025
Q4 		$18M Buy
149,923
+2,675
+2% +$320K 2.23% 13
2025
Q3 		$17.5M Sell
147,248
-1,022
-0.7% -$118K 2.04% 14
2025
Q2 		$16.2M Buy
148,270
+7,669
+5% +$793K 1.98% 13
2025
Q1 		$14.7M Buy
140,601
+8,340
+6% +$941K 1.84% 11
2024
Q4 		$15.2M Buy
132,261
+4,894
+4% +$585K 1.88% 15
2024
Q3 		$14.9M Buy
127,367
+6,425
+5% +$726K 1.72% 15
2024
Q2 		$12.9M Buy
120,942
+12,382
+11% +$1.32M 1.78% 14
2024
Q1 		$12M Buy
108,560
+81,771
+305% +$8.68M 2.38% 10
2023
Q4 		$2.9M Buy
26,789
+2,784
+12% +$268K 0.54% 23
2023
Q3 		$2.28M Buy
24,005
+3,131
+15% +$313K 0.13% 29
2023
Q2 		$2.08M Buy
20,874
+5,982
+40% +$570K 0.64% 15
2023
Q1 		$1.44M Sell
14,892
-6,764
-31% -$676K 0.47% 18
2022
Q4 		$2.05M Buy
21,656
+1,890
+10% +$181K 0.6% 19
2022
Q3 		$1.72M Sell
19,766
-14,077
-42% -$1.37M 0.82% 15
2022
Q2 		$3.13M Buy
33,843
+12,200
+56% +$1.21M 1.17% 14
2022
Q1 		$2.33M Buy
21,643
+373
+2% +$40.3K 0.88% 14
2021
Q4 		$2.44M Sell
21,270
-695
-3% -$79.2K 0.74% 16
2021
Q3 		$2.4M Buy
21,965
+798
+4% +$87.9K 0.73% 18
2021
Q2 		$2.39M Buy
21,167
+9,100
+75% +$1.02M 0.74% 17
2021
Q1 		$1.31M Sell
12,067
-654
-5% -$68.5K 0.42% 20
2020
Q4 		$1.17M Buy
+12,721
New +$1.05M 0.43% 21
2018
Q4 		– Sell
-7,090
Closed -$619K – 21
2018
Q3 		$619K Sell
7,090
-1,408
-17% -$123K 0.31% 15
2018
Q2 		$709K Buy
+8,498
New +$692K 0.36% 15

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

Fiducient Advisors's IJR Position: Q1 2026 in Review

Fiducient Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 91% in Q1 2026, buying an estimated $17.4M and bringing the position to 286,877 shares worth $35.7M. The position accounts for 4.66% of the portfolio, ranked #6.

Fiducient Advisors first reported a position in IJR in Q2 2018 and has held it in 24 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Fiducient Advisors held 286,877 shares of iShares Core S&P Small-Cap ETF worth $35.7M as of Q1 2026.
  • Fiducient Advisors bought 136,954 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $17.4M.
  • iShares Core S&P Small-Cap ETF made up 4.66% of Fiducient Advisors's portfolio in Q1 2026, its #6 holding.
  • Fiducient Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 24 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.