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

Forefront Wealth Partners’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	$1.18M	Buy	9,525 +826	+9%	+$105K	0.5%	51
2025 Q4	$1.05M	Buy	8,699 +1,111	+15%	+$133K	0.5%	50
2025 Q3	$902K	Sell	7,588 -15,455	-67%	-$1.78M	0.23%	89
2025 Q2	$2.66M	Buy	23,043 +793	+4%	+$82K	1.82%	17
2025 Q1	$2.33M	Sell	22,250 -793	-3%	-$89.5K	1.58%	17
2024 Q4	$2.66M	Buy	+23,043	New	+$2.75M	1.98%	16

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

Forefront Wealth Partners's IJR Position: Q1 2026 in Review

Forefront Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q1 2026, buying an estimated $105K and bringing the position to 9,525 shares worth $1.18M. The position accounts for 0.5% of the portfolio, ranked #51.

Forefront Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Forefront Wealth Partners held 9,525 shares of iShares Core S&P Small-Cap ETF worth $1.18M as of Q1 2026.
Forefront Wealth Partners bought 826 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $105K.
iShares Core S&P Small-Cap ETF made up 0.5% of Forefront Wealth Partners's portfolio in Q1 2026, its #51 holding.
Forefront Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $2.66M in Q2 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.