Financial Engines Advisors
IJR icon

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

Financial Engines 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 		$960M Sell
7,720,457
-101,065
-1% -$12.8M 1.95% 20
2025
Q4 		$940M Buy
7,821,522
+46,974
+0.6% +$5.62M 1.78% 21
2025
Q3 		$924M Sell
7,774,548
-1,881,556
-19% -$216M 1.76% 21
2025
Q2 		$1.06B Buy
9,656,104
+929,795
+11% +$96.1M 2.11% 19
2025
Q1 		$913M Buy
8,726,309
+351,591
+4% +$39.7M 1.96% 21
2024
Q4 		$965M Buy
8,374,718
+178,512
+2% +$21.3M 2.03% 21
2024
Q3 		$959M Sell
8,196,206
-62,410
-0.8% -$7.05M 2% 21
2024
Q2 		$881M Buy
8,258,616
+396,998
+5% +$42.5M 1.96% 20
2024
Q1 		$869M Buy
7,861,618
+163,622
+2% +$17.4M 1.96% 20
2023
Q4 		$833M Buy
7,697,996
+185,336
+2% +$17.9M 1.97% 20
2023
Q3 		$712M Buy
7,512,660
+205,533
+3% +$20.5M 1.87% 21
2023
Q2 		$728M Buy
7,307,127
+419,744
+6% +$40M 1.85% 20
2023
Q1 		$666M Buy
6,887,383
+33,178
+0.5% +$3.32M 1.77% 21
2022
Q4 		$649M Sell
6,854,205
-269,313
-4% -$25.8M 1.85% 19
2022
Q3 		$621M Buy
7,123,518
+53,941
+0.8% +$5.24M 2.03% 17
2022
Q2 		$653M Buy
7,069,577
+20,223
+0.3% +$2.01M 1.99% 18
2022
Q1 		$760M Buy
7,049,354
+1,109,278
+19% +$120M 2.03% 17
2021
Q4 		$680M Buy
5,940,076
+123,346
+2% +$14.1M 1.81% 19
2021
Q3 		$635M Buy
5,816,730
+192,874
+3% +$21.2M 1.88% 20
2021
Q2 		$635M Buy
5,623,856
+327,370
+6% +$36.5M 1.84% 18
2021
Q1 		$575M Buy
5,296,486
+104,703
+2% +$11M 1.8% 18
2020
Q4 		$477M Buy
5,191,783
+971,586
+23% +$79.8M 1.63% 16
2020
Q3 		$296M Buy
4,220,197
+788,667
+23% +$56.5M 1.18% 20
2020
Q2 		$234M Buy
3,431,530
+1,306,150
+61% +$82.5M 1.03% 21
2020
Q1 		$119M Buy
2,125,380
+1,682,740
+380% +$125M 0.64% 24
2019
Q4 		$37.1M Buy
442,640
+411,207
+1,308% +$33.1M 0.18% 35
2019
Q3 		$2.45M Buy
31,433
+24,438
+349% +$1.89M 0.01% 66
2019
Q2 		$547K Buy
6,995
+1,349
+24% +$105K ﹤0.01% 87
2019
Q1 		$434K Buy
+5,646
New +$434K ﹤0.01% 92
2018
Q4 		– Sell
-37
Closed -$3K – 139
2018
Q3 		$3K Buy
37
+17
+85% +$1.49K ﹤0.01% 137
2018
Q2 		$2K Sell
20
-59
-75% -$4.81K ﹤0.01% 126
2018
Q1 		$6K Buy
+79
New +$6.15K ﹤0.01% 109

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

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

Financial Engines Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, selling an estimated $12.8M and leaving 7,720,457 shares worth $960M. The position accounts for 1.95% of the portfolio, ranked #20.

Financial Engines Advisors first reported a position in IJR in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.06B in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Financial Engines Advisors held 7,720,457 shares of iShares Core S&P Small-Cap ETF worth $960M as of Q1 2026.
  • Financial Engines Advisors sold 101,065 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $12.8M.
  • iShares Core S&P Small-Cap ETF made up 1.95% of Financial Engines Advisors's portfolio in Q1 2026, its #20 holding.
  • Financial Engines Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 32 quarters since.
  • Financial Engines Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.06B in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.