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 Q3	$25.1M	Sell	181,368 -3,396	-2%	-$491K	3.62%	6
2026 Q2	$27M	Sell	184,764 -3,806	-2%	-$522K	3.87%	5
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Financial Management Network's IJR Position: Q3 2026 in Review

Financial Management Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q3 2026, selling an estimated $491K and leaving 181,368 shares worth $25.1M. The position accounts for 3.62% of the portfolio, ranked #6.

Financial Management Network first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $27M in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Financial Management Network held 181,368 shares of iShares Core S&P Small-Cap ETF worth $25.1M as of Q3 2026.
Financial Management Network sold 3,396 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $491K.
iShares Core S&P Small-Cap ETF made up 3.62% of Financial Management Network's portfolio in Q3 2026, its #6 holding.
Financial Management Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's iShares Core S&P Small-Cap ETF position peaked at $27M in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.