Fortitude Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fortitude Advisory Group’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	$909K	Buy	6,129 +1,526	+33%	+$209K	0.35%	63
2026 Q1	$572K	Sell	4,603 -536	-10%	-$68.1K	0.26%	83
2025 Q4	$618K	Buy	5,139 +1,821	+55%	+$218K	0.26%	65
2025 Q3	$394K	Sell	3,318 -223	-6%	-$25.6K	0.21%	99
2025 Q2	$387K	Buy	3,541 +155	+5%	+$16K	0.22%	96
2025 Q1	$323K	Sell	3,386 -9	-0.3%	-$1.02K	0.23%	103
2024 Q4	$391K	Buy	3,395 +12	+0.4%	+$1.43K	0.24%	87
2024 Q3	$396K	Sell	3,383 -125	-4%	-$14.1K	0.25%	96
2024 Q2	$374K	Sell	3,508 -497	-12%	-$53.2K	0.22%	92
2024 Q1	$443K	Sell	4,005 -570	-12%	-$60.5K	0.25%	88
2023 Q4	$495K	Buy	4,575 +26	+0.6%	+$2.51K	0.3%	73
2023 Q3	$429K	Sell	4,549 -270	-6%	-$27K	0.29%	76
2023 Q2	$480K	Buy	4,819 +133	+3%	+$12.7K	0.35%	68
2023 Q1	$453K	Buy	4,686 +67	+1%	+$6.7K	0.35%	73
2022 Q4	$437K	Sell	4,619 -282	-6%	-$27K	0.37%	73
2022 Q3	$427K	Hold	4,901	–	–	0.41%	64
2022 Q2	$453K	Sell	4,901 -1,022	-17%	-$102K	0.41%	61
2022 Q1	$639K	Sell	5,923 -91	-2%	-$9.82K	0.34%	45
2021 Q4	$689K	Buy	+6,014	New	+$685K	0.35%	46

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

Fortitude Advisory Group's IJR Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q2 2026, buying an estimated $209K and bringing the position to 6,129 shares worth $909K. The position accounts for 0.35% of the portfolio, ranked #63.

Fortitude Advisory Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fortitude Advisory Group held 6,129 shares of iShares Core S&P Small-Cap ETF worth $909K as of Q2 2026.
Fortitude Advisory Group bought 1,526 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $209K.
iShares Core S&P Small-Cap ETF made up 0.35% of Fortitude Advisory Group's portfolio in Q2 2026, its #63 holding.
Fortitude Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.