FFO
IJR icon

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

Fortitude Family Office’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 		$7.81M Buy
52,673
+3,000
+6% +$412K 1.51% 18
2026
Q1 		$6.17M Buy
49,673
+3,840
+8% +$488K 1.38% 19
2025
Q4 		$5.51M Buy
45,833
+4,209
+10% +$503K 1.28% 21
2025
Q3 		$4.95M Buy
41,624
+5,824
+16% +$670K 1.33% 19
2025
Q2 		$3.91M Sell
35,800
-17,092
-32% -$1.77M 1.28% 22
2025
Q1 		$5.53M Buy
52,892
+8,947
+20% +$1.01M 1.97% 13
2024
Q4 		$5.06M Buy
43,945
+7,325
+20% +$875K 1.81% 10
2024
Q3 		$4.28M Buy
36,620
+2,530
+7% +$286K 1.7% 10
2024
Q2 		$3.64M Buy
34,090
+7,418
+28% +$794K 2.06% 10
2024
Q1 		$2.95M Buy
26,672
+6,234
+31% +$662K 1.98% 9
2023
Q4 		$2.21M Buy
+20,438
New +$1.97M 1.65% 10

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Fortitude Family Office's IJR Position: Q2 2026 in Review

Fortitude Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q2 2026, buying an estimated $412K and bringing the position to 52,673 shares worth $7.81M. The position accounts for 1.51% of the portfolio, ranked #18.

Fortitude Family Office first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Fortitude Family Office held 52,673 shares of iShares Core S&P Small-Cap ETF worth $7.81M as of Q2 2026.
  • Fortitude Family Office bought 3,000 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412K.
  • iShares Core S&P Small-Cap ETF made up 1.51% of Fortitude Family Office's portfolio in Q2 2026, its #18 holding.
  • Fortitude Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.