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

Financial Network Wealth 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	$1.62M	Sell	13,015 -383	-3%	-$48.7K	0.51%	31
2025 Q4	$1.61M	Sell	13,398 -5	-0%	-$598	0.5%	31
2025 Q3	$1.6M	Buy	+13,403	New	+$1.54M	0.49%	31
2025 Q1	$2.94M	Sell	28,133 -5,588	-17%	-$631K	1.04%	19
2024 Q4	$3.88M	Sell	33,721 -1,181	-3%	-$141K	1.39%	15
2024 Q3	$4.08M	Sell	34,902 -844	-2%	-$95.4K	1.46%	14
2024 Q2	$3.81M	Sell	35,746 -17	-0%	-$1.82K	1.45%	13
2024 Q1	$3.87M	Sell	35,763 -2,643	-7%	-$281K	1.83%	13
2023 Q4	$4.16M	Buy	38,406 +3,774	+11%	+$364K	1.8%	13
2023 Q3	$3.22M	Sell	34,632 -2,367	-6%	-$236K	1.57%	14
2023 Q2	$3.86M	Sell	36,999 -19,360	-34%	-$1.84M	1.78%	13
2023 Q1	$5.45M	Sell	56,359 -1,825	-3%	-$182K	2.7%	13
2022 Q4	$5.51M	Buy	58,184 +361	+0.6%	+$34.6K	2.98%	12
2022 Q3	$5.04M	Sell	57,823 -798	-1%	-$77.5K	3.15%	13
2022 Q2	$5.42M	Sell	58,621 -1,560	-3%	-$155K	3.24%	12
2022 Q1	$6.49M	Sell	60,181 -6,214	-9%	-$671K	3.39%	12
2021 Q4	$7.6M	Sell	66,395 -2,680	-4%	-$305K	3.85%	11
2021 Q3	$7.54M	Buy	69,075 +1,164	+2%	+$128K	4.31%	9
2021 Q2	$7.67M	Buy	67,911 +3,609	+6%	+$403K	4.51%	9
2021 Q1	$6.98M	Sell	64,302 -1,463	-2%	-$153K	4.55%	9
2020 Q4	$6.04M	Buy	+65,765	New	+$5.4M	4.74%	8

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 Network Wealth Management's IJR Position: Q1 2026 in Review

Financial Network Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q1 2026, selling an estimated $48.7K and leaving 13,015 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #31.

Financial Network Wealth Management first reported a position in IJR in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.67M in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financial Network Wealth Management held 13,015 shares of iShares Core S&P Small-Cap ETF worth $1.62M as of Q1 2026.
Financial Network Wealth Management sold 383 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $48.7K.
iShares Core S&P Small-Cap ETF made up 0.51% of Financial Network Wealth Management's portfolio in Q1 2026, its #31 holding.
Financial Network Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Financial Network Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.67M in Q2 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.