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

Fortress Private Ledger’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	$516K	Buy	4,148 +356	+9%	+$45.2K	0.16%	128
2025 Q4	$456K	Buy	3,792 +22	+0.6%	+$2.63K	0.15%	133
2025 Q3	$448K	Sell	3,770 -1,303	-26%	-$150K	0.16%	118
2025 Q2	$554K	Sell	5,073 -997	-16%	-$103K	0.25%	83
2025 Q1	$635K	Buy	6,070 +635	+12%	+$71.7K	0.35%	60
2024 Q4	$626K	Buy	+5,435	New	+$649K	0.38%	58

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 Private Ledger's IJR Position: Q1 2026 in Review

Fortress Private Ledger increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.4% in Q1 2026, buying an estimated $45.2K and bringing the position to 4,148 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #128.

Fortress Private Ledger first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $635K in Q1 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Fortress Private Ledger held 4,148 shares of iShares Core S&P Small-Cap ETF worth $516K as of Q1 2026.
Fortress Private Ledger bought 356 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $45.2K.
iShares Core S&P Small-Cap ETF made up 0.16% of Fortress Private Ledger's portfolio in Q1 2026, its #128 holding.
Fortress Private Ledger first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's iShares Core S&P Small-Cap ETF position peaked at $635K in Q1 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.