FWA
IJR icon

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

FORM Wealth Advisors’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 		$30M Sell
202,481
-14,596
-7% -$2M 3.3% 9
2026
Q1 		$27M Sell
217,077
-750
-0.3% -$95.3K 3.16% 10
2025
Q4 		$26.2M Buy
+217,827
New +$26.1M 3.06% 10
2025
Q2 		$24.7M Buy
225,917
+38,468
+21% +$3.98M 2.99% 10
2025
Q1 		$19.6M Buy
+187,449
New +$21.2M 2.66% 12

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FORM Wealth Advisors's IJR Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.7% in Q2 2026, selling an estimated $2M and leaving 202,481 shares worth $30M. The position accounts for 3.3% of the portfolio, ranked #9.

FORM Wealth Advisors first reported a position in IJR in Q1 2025 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • FORM Wealth Advisors held 202,481 shares of iShares Core S&P Small-Cap ETF worth $30M as of Q2 2026.
  • FORM Wealth Advisors sold 14,596 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2M.
  • iShares Core S&P Small-Cap ETF made up 3.3% of FORM Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • FORM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.