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

Foguth 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 Q2	$263K	Sell	1,812 -390	-18%	-$53.5K	0.03%	185
2026 Q1	$305K	Buy	2,202 +531	+32%	+$67.5K	0.04%	158
2025 Q4	$203K	Buy	+1,671	New	+$200K	0.03%	172
2025 Q2	–	Sell	-2,788	Closed	-$292K	–	149
2025 Q1	$292K	Buy	2,788 +408	+17%	+$46K	0.07%	116
2024 Q4	$283K	Buy	+2,380	New	+$284K	0.07%	119

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 22.9% 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

Foguth Wealth Management's IJR Position: Q2 2026 in Review

Foguth Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q2 2026, selling an estimated $53.5K and leaving 1,812 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #185.

Foguth Wealth Management first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $305K in Q1 2026. 2,852 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Foguth Wealth Management held 1,812 shares of iShares Core S&P Small-Cap ETF worth $263K as of Q2 2026.
Foguth Wealth Management sold 390 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $53.5K.
iShares Core S&P Small-Cap ETF made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #185 holding.
Foguth Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Foguth Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $305K in Q1 2026.
2,852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.