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

Financial Gravity Asset Management’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	$13.1K	Hold	105	–	–	﹤0.01%	525
2025 Q4	$12.6K	Sell	105 -14	-12%	-$1.67K	﹤0.01%	444
2025 Q3	$14.1K	Buy	+119	New	+$13.7K	﹤0.01%	505
2025 Q1	$18.1K	Buy	+173	New	+$19.5K	﹤0.01%	492
2024 Q2	$64.4K	Sell	604 -1,537	-72%	-$164K	0.02%	231
2024 Q1	$232K	Hold	2,141	–	–	0.07%	115
2023 Q4	$232K	Buy	+2,141	New	+$206K	0.07%	114
2021 Q3	$109K	Sell	27 -10	-27%	-$1.1K	0.05%	335
2021 Q2	$113K	Buy	+37	New	+$4.13K	0.04%	323
2020 Q4	$2K	Buy	+27	New	+$2.22K	﹤0.01%	324
2019 Q4	$105K	Sell	487 -235	-33%	-$18.9K	0.07%	302
2019 Q3	$56K	Sell	722 -43	-6%	-$3.33K	0.05%	274
2019 Q2	$60K	Sell	765 -318	-29%	-$24.7K	0.05%	295
2019 Q1	$85K	Buy	+1,083	New	+$83.2K	0.07%	217
2018 Q3	$26K	Buy	330 +228	+224%	+$20K	0.03%	440
2018 Q2	$9K	Buy	+102	New	+$8.31K	0.01%	588

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's IJR Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 105 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Financial Gravity Asset Management first reported a position in IJR in Q2 2018 and has held it in 16 quarters since. The position peaked at $232K in Q1 2024. 2,757 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financial Gravity Asset Management held 105 shares of iShares Core S&P Small-Cap ETF worth $13.1K as of Q1 2026.
Financial Gravity Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #525 holding.
Financial Gravity Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's iShares Core S&P Small-Cap ETF position peaked at $232K in Q1 2024.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.