Forthright Family Wealth Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-2,345	Closed	-$259K	–	75
2026 Q1	$259K	Buy	+2,345	New	+$298K	0.17%	54
2025 Q2	–	Sell	-1,957	Closed	-$205K	–	55
2025 Q1	$205K	Hold	1,957	–	–	0.14%	54
2024 Q4	$225K	Hold	1,957	–	–	0.15%	52
2024 Q3	$244K	Sell	1,957 -388	-17%	-$43.8K	0.16%	53
2024 Q2	$250K	Hold	2,345	–	–	0.16%	57
2024 Q1	$259K	Buy	+2,345	New	+$249K	0.17%	54

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

Forthright Family Wealth Advisory's IJR Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,345 shares — an estimated $259K sold.

Forthright Family Wealth Advisory first reported a position in IJR in Q1 2024 and held it in 6 quarters. The position peaked at $259K in Q1 2026. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 2,345 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $259K.
Forthright Family Wealth Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 6 quarters.
Forthright Family Wealth Advisory's iShares Core S&P Small-Cap ETF position peaked at $259K in Q1 2026.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.