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

Financial Management 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 		$24.7M Sell
188,570
-3,427
-2% -$435K 3.78% 5
2025
Q4 		$23.3M Buy
191,997
+2,068
+1% +$247K 3.69% 5
2025
Q3 		$22.7M Buy
189,929
+8,126
+4% +$935K 3.75% 5
2025
Q2 		$20.6M Buy
181,803
+14,482
+9% +$1.5M 3.68% 4
2025
Q1 		$15.6M Buy
167,321
+42,830
+34% +$4.83M 3.51% 5
2024
Q4 		$14.5M Buy
124,491
+18,121
+17% +$2.16M 3.01% 6
2024
Q3 		$12.3M Buy
106,370
+5,850
+6% +$661K 2.58% 9
2024
Q2 		$10.6M Sell
100,520
-4,098
-4% -$438K 2.55% 10
2024
Q1 		$11.2M Buy
104,618
+15,242
+17% +$1.62M 2.83% 8
2023
Q4 		$9.33M Sell
89,376
-6,249
-7% -$602K 2.72% 9
2023
Q3 		$8.77M Buy
95,625
+955
+1% +$95.4K 2.9% 10
2023
Q2 		$9.49M Buy
94,670
+106
+0.1% +$10.1K 3.31% 7
2023
Q1 		$8.97M Buy
94,564
+4,399
+5% +$440K 3.6% 6
2022
Q4 		$8.62M Buy
90,165
+6,708
+8% +$643K 3.84% 5
2022
Q3 		$7.74M Buy
83,457
+10,727
+15% +$1.04M 3.82% 5
2022
Q2 		$6.78M Buy
72,730
+12,394
+21% +$1.23M 3.61% 6
2022
Q1 		$6.55M Buy
60,336
+7,596
+14% +$820K 3.33% 7
2021
Q4 		$6.15M Buy
52,740
+6,240
+13% +$711K 2.82% 7
2021
Q3 		$5.16M Buy
46,500
+2,509
+6% +$276K 2.61% 7
2021
Q2 		$4.95M Sell
43,991
-2,647
-6% -$295K 2.52% 8
2021
Q1 		$5.21M Buy
46,638
+212
+0.5% +$22.2K 2.7% 7
2020
Q4 		$4.69M Buy
+46,426
New +$3.81M 2.89% 8

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 Management Network's IJR Position: Q1 2026 in Review

Financial Management Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q1 2026, selling an estimated $435K and leaving 188,570 shares worth $24.7M. The position accounts for 3.78% of the portfolio, ranked #5.

Financial Management Network first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Financial Management Network held 188,570 shares of iShares Core S&P Small-Cap ETF worth $24.7M as of Q1 2026.
  • Financial Management Network sold 3,427 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $435K.
  • iShares Core S&P Small-Cap ETF made up 3.78% of Financial Management Network's portfolio in Q1 2026, its #5 holding.
  • Financial Management Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.