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

Financial Council’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	$568K	Hold	4,569	–	–	0.22%	47
2025 Q4	$549K	Hold	4,569	–	–	0.22%	46
2025 Q3	$543K	Sell	4,569 -4	-0.1%	-$460	0.24%	47
2025 Q2	$500K	Hold	4,573	–	–	0.24%	47
2025 Q1	$478K	Hold	4,573	–	–	0.26%	43
2024 Q4	$527K	Hold	4,573	–	–	0.27%	43
2024 Q3	$535K	Hold	4,573	–	–	0.28%	43
2024 Q2	$488K	Hold	4,573	–	–	0.27%	43
2024 Q1	$505K	Buy	4,573 +1,093	+31%	+$116K	0.3%	43
2023 Q4	$377K	Hold	3,480	–	–	0.25%	45
2023 Q3	$328K	Buy	3,480 +258	+8%	+$25.8K	0.26%	42
2023 Q2	$321K	Buy	3,222 +4	+0.1%	+$381	0.25%	42
2023 Q1	$311K	Hold	3,218	–	–	0.25%	44
2022 Q4	$305K	Buy	+3,218	New	+$309K	0.19%	48

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 Council's IJR Position: Q1 2026 in Review

Financial Council held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 4,569 shares worth $568K. The position accounts for 0.22% of the portfolio, ranked #47.

Financial Council first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financial Council held 4,569 shares of iShares Core S&P Small-Cap ETF worth $568K as of Q1 2026.
Financial Council left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.22% of Financial Council's portfolio in Q1 2026, its #47 holding.
Financial Council first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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