Fortress Financial Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fortress Financial Solutions’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	$2.78M	Sell	22,390 -2,682	-11%	-$341K	2.91%	11
2025 Q4	$3.01M	Sell	25,072 -1,601	-6%	-$191K	3.08%	11
2025 Q3	$3.17M	Buy	26,673 +1,172	+5%	+$135K	3.45%	9
2025 Q2	$2.79M	Buy	25,501 +761	+3%	+$78.7K	3.5%	10
2025 Q1	$2.59M	Buy	24,740 +445	+2%	+$50.2K	3.74%	10
2024 Q4	$2.8M	Buy	+24,295	New	+$2.9M	3.99%	8

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

Fortress Financial Solutions's IJR Position: Q1 2026 in Review

Fortress Financial Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, selling an estimated $341K and leaving 22,390 shares worth $2.78M. The position accounts for 2.91% of the portfolio, ranked #11.

Fortress Financial Solutions first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Fortress Financial Solutions held 22,390 shares of iShares Core S&P Small-Cap ETF worth $2.78M as of Q1 2026.
Fortress Financial Solutions sold 2,682 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $341K.
iShares Core S&P Small-Cap ETF made up 2.91% of Fortress Financial Solutions's portfolio in Q1 2026, its #11 holding.
Fortress Financial Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Solutions's iShares Core S&P Small-Cap ETF position peaked at $3.17M in Q3 2025.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.