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

FMB 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	–	Sell	-4,846	Closed	-$582K	–	83
2025 Q4	$582K	Hold	4,846	–	–	0.23%	52
2025 Q3	$576K	Sell	4,846 -1,090	-18%	-$125K	0.24%	49
2025 Q2	$649K	Hold	5,936	–	–	0.31%	45
2025 Q1	$621K	Sell	5,936 -14	-0.2%	-$1.58K	0.34%	41
2024 Q4	$686K	Sell	5,950 -143	-2%	-$17.1K	0.39%	41
2024 Q3	$713K	Hold	6,093	–	–	0.4%	40
2024 Q2	$650K	Buy	6,093 +143	+2%	+$15.3K	0.49%	40
2024 Q1	$658K	Hold	5,950	–	–	0.52%	36
2023 Q4	$644K	Hold	5,950	–	–	0.59%	32
2023 Q3	$561K	Hold	5,950	–	–	0.6%	31
2023 Q2	$593K	Buy	5,950 +14	+0.2%	+$1.33K	0.63%	30
2023 Q1	$574K	Hold	5,936	–	–	0.68%	27
2022 Q4	$562K	Buy	+5,936	New	+$569K	0.72%	25

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FMB Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 4,846 shares — an estimated $582K sold.

FMB Wealth Management first reported a position in IJR in Q4 2022 and held it in 13 quarters. The position peaked at $713K in Q3 2024. 2,747 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

FMB Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 4,846 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $582K.
FMB Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 13 quarters.
FMB Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $713K in Q3 2024.
2,747 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.