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

Financial Advisors Network’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	$343K	Sell	2,757 -26	-0.9%	-$3.3K	0.05%	146
2025 Q4	$334K	Buy	2,783 +146	+6%	+$17.5K	0.05%	145
2025 Q3	$313K	Sell	2,637 -22	-0.8%	-$2.53K	0.04%	148
2025 Q2	$291K	Sell	2,659 -329	-11%	-$34K	0.04%	153
2025 Q1	$312K	Buy	2,988 +434	+17%	+$49K	0.05%	133
2024 Q4	$294K	Buy	+2,554	New	+$305K	0.05%	148
2023 Q4	$267K	Sell	2,464 -50	-2%	-$4.82K	0.05%	139
2023 Q3	$237K	Buy	+2,514	New	+$251K	0.05%	140
2022 Q4	$214K	Buy	+2,263	New	+$217K	0.06%	118
2022 Q2	–	Sell	-2,180	Closed	-$235K	–	123
2022 Q1	$235K	Sell	2,180 -6,385	-75%	-$689K	0.06%	113
2021 Q4	$981K	Sell	8,565 -177	-2%	-$20.2K	0.22%	58
2021 Q3	$1.04M	Buy	8,742 +44	+0.5%	+$4.84K	0.24%	56
2021 Q2	$983K	Sell	8,698 -285	-3%	-$31.8K	0.29%	54
2021 Q1	$975K	Sell	8,983 -1,385	-13%	-$145K	0.31%	54
2020 Q4	$953K	Sell	10,368 -583	-5%	-$47.9K	0.33%	48
2020 Q3	$769K	Sell	10,951 -1,299	-11%	-$93.1K	0.3%	51
2020 Q2	$837K	Sell	12,250 -920	-7%	-$58.1K	0.34%	49
2020 Q1	$739K	Buy	+13,170	New	+$981K	0.35%	44

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Advisors Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.93% in Q1 2026, selling an estimated $3.3K and leaving 2,757 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #146.

Financial Advisors Network first reported a position in IJR in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.04M in Q3 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financial Advisors Network held 2,757 shares of iShares Core S&P Small-Cap ETF worth $343K as of Q1 2026.
Financial Advisors Network sold 26 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.3K.
iShares Core S&P Small-Cap ETF made up 0.05% of Financial Advisors Network's portfolio in Q1 2026, its #146 holding.
Financial Advisors Network first reported a position in iShares Core S&P Small-Cap ETF in Q1 2020 and has held it in 18 quarters since.
Financial Advisors Network's iShares Core S&P Small-Cap ETF position peaked at $1.04M in Q3 2021.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.