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

Financial Consulate’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	$297K	Sell	2,391 -1,037	-30%	-$132K	0.04%	117
2025 Q4	$412K	Buy	3,428 +602	+21%	+$72K	0.06%	97
2025 Q3	$336K	Buy	+2,826	New	+$325K	0.05%	119
2023 Q1	–	Sell	-4,510	Closed	-$427K	–	131
2022 Q4	$427K	Buy	+4,510	New	+$433K	0.15%	83
2019 Q2	–	Sell	-3,943	Closed	-$304K	–	103
2019 Q1	$304K	Buy	+3,943	New	+$303K	0.14%	86
2018 Q4	–	Sell	-2,746	Closed	-$240K	–	114
2018 Q3	$240K	Buy	+2,746	New	+$241K	0.14%	108
2018 Q1	–	Sell	-3,219	Closed	-$247K	–	117
2017 Q4	$247K	Sell	3,219 -448	-12%	-$33.8K	0.13%	87
2017 Q3	$272K	Sell	3,667 -81	-2%	-$5.68K	0.15%	83
2017 Q2	$263K	Buy	3,748 +843	+29%	+$58.4K	0.15%	80
2017 Q1	$201K	Buy	+2,905	New	+$200K	0.13%	83

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 Consulate's IJR Position: Q1 2026 in Review

Financial Consulate reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 30% in Q1 2026, selling an estimated $132K and leaving 2,391 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #117.

Financial Consulate first reported a position in IJR in Q1 2017 and has held it in 10 quarters since. The position peaked at $427K in Q4 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financial Consulate held 2,391 shares of iShares Core S&P Small-Cap ETF worth $297K as of Q1 2026.
Financial Consulate sold 1,037 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $132K.
iShares Core S&P Small-Cap ETF made up 0.04% of Financial Consulate's portfolio in Q1 2026, its #117 holding.
Financial Consulate first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 10 quarters since.
Financial Consulate's iShares Core S&P Small-Cap ETF position peaked at $427K in Q4 2022.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.