Financiere des Professionnels’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Financiere des Professionnels’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	$15.2M	Sell	122,300 -2,700	-2%	-$343K	0.89%	22
2025 Q4	$15M	Buy	125,000 +25,000	+25%	+$2.99M	0.85%	26
2025 Q3	$11.9M	Buy	+100,000	New	+$11.5M	0.68%	32
2025 Q1	–	Sell	-160,100	Closed	-$18.4M	–	188
2024 Q4	$18.4M	Buy	160,100 +31,000	+24%	+$3.7M	1.29%	14
2024 Q3	$15.1M	Buy	129,100 +8,100	+7%	+$915K	1.03%	24
2024 Q2	$12.9M	Hold	121,000	–	–	1.01%	21
2024 Q1	$13.4M	Buy	121,000 +95,900	+382%	+$10.2M	1.08%	18
2023 Q4	$2.72M	Hold	25,100	–	–	0.24%	104
2023 Q3	$2.37M	Buy	+25,100	New	+$2.51M	0.23%	100

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

Financiere des Professionnels's IJR Position: Q1 2026 in Review

Financiere des Professionnels reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q1 2026, selling an estimated $343K and leaving 122,300 shares worth $15.2M. The position accounts for 0.89% of the portfolio, ranked #22.

Financiere des Professionnels first reported a position in IJR in Q3 2023 and has held it in 9 quarters since. The position peaked at $18.4M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Financiere des Professionnels held 122,300 shares of iShares Core S&P Small-Cap ETF worth $15.2M as of Q1 2026.
Financiere des Professionnels sold 2,700 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $343K.
iShares Core S&P Small-Cap ETF made up 0.89% of Financiere des Professionnels's portfolio in Q1 2026, its #22 holding.
Financiere des Professionnels first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 9 quarters since.
Financiere des Professionnels's iShares Core S&P Small-Cap ETF position peaked at $18.4M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.