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

Firestone Capital 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 Q2	$2.2M	Buy	14,812 +3,226	+28%	+$443K	0.41%	46
2026 Q1	$1.44M	Buy	11,586 +639	+6%	+$81.2K	0.3%	53
2025 Q4	$1.32M	Buy	10,947 +212	+2%	+$25.4K	0.28%	53
2025 Q3	$1.28M	Buy	10,735 +1,900	+22%	+$219K	0.28%	52
2025 Q2	$966K	Buy	8,835 +2,873	+48%	+$297K	0.23%	58
2025 Q1	$623K	Sell	5,962 -423	-7%	-$47.7K	0.16%	74
2024 Q4	$736K	Buy	6,385 +26	+0.4%	+$3.11K	0.18%	69
2024 Q3	$744K	Buy	6,359 +12	+0.2%	+$1.36K	0.19%	66
2024 Q2	$677K	Buy	6,347 +9	+0.1%	+$963	0.18%	68
2024 Q1	$700K	Buy	6,338 +27	+0.4%	+$2.87K	0.19%	69
2023 Q4	$683K	Sell	6,311 -30	-0.5%	-$2.89K	0.21%	61
2023 Q3	$598K	Buy	6,341 +80	+1%	+$7.99K	0.2%	64
2023 Q2	$640K	Buy	6,261 +10	+0.2%	+$952	0.21%	64
2023 Q1	$605K	Buy	6,251 +8	+0.1%	+$800	0.22%	57
2022 Q4	$591K	Buy	6,243 +1,843	+42%	+$177K	0.22%	60
2022 Q3	$384K	Hold	4,400	–	–	0.16%	71
2022 Q2	$407K	Buy	4,400 +2	+0%	+$199	0.16%	68
2022 Q1	$474K	Buy	4,398 +1	+0%	+$108	0.16%	69
2021 Q4	$503K	Buy	4,397 +130	+3%	+$14.8K	0.16%	69
2021 Q3	$482K	Hold	4,267	–	–	0.16%	64
2021 Q2	$482K	Hold	4,267	–	–	0.17%	64
2021 Q1	$463K	Hold	4,267	–	–	0.16%	67
2020 Q4	$392K	Hold	4,267	–	–	0.15%	74
2020 Q3	$300K	Hold	4,267	–	–	0.13%	72
2020 Q2	$291K	Hold	4,267	–	–	0.14%	72
2020 Q1	$239K	Hold	4,267	–	–	0.12%	72
2019 Q4	$358K	Buy	+4,267	New	+$343K	0.15%	69

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Firestone Capital Management's IJR Position: Q2 2026 in Review

Firestone Capital Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, buying an estimated $443K and bringing the position to 14,812 shares worth $2.2M. The position accounts for 0.41% of the portfolio, ranked #46.

Firestone Capital Management first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Firestone Capital Management held 14,812 shares of iShares Core S&P Small-Cap ETF worth $2.2M as of Q2 2026.
Firestone Capital Management bought 3,226 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $443K.
iShares Core S&P Small-Cap ETF made up 0.41% of Firestone Capital Management's portfolio in Q2 2026, its #46 holding.
Firestone Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.