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

Fortune Financial Advisors’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	$687K	Sell	4,634 -141	-3%	-$19.4K	0.29%	78
2026 Q1	$594K	Sell	4,775 -442	-8%	-$56.2K	0.3%	79
2025 Q4	$627K	Sell	5,217 -644	-11%	-$77K	0.42%	57
2025 Q3	$697K	Sell	5,861 -1,887	-24%	-$217K	0.52%	53
2025 Q2	$847K	Sell	7,748 -118	-2%	-$12.2K	0.68%	48
2025 Q1	$823K	Sell	7,866 -211	-3%	-$23.8K	0.71%	45
2024 Q4	$931K	Sell	8,077 -97	-1%	-$11.6K	0.85%	39
2024 Q3	$956K	Sell	8,174 -501	-6%	-$56.6K	0.87%	40
2024 Q2	$925K	Sell	8,675 -497	-5%	-$53.2K	0.57%	57
2024 Q1	$1.01M	Sell	9,172 -2,254	-20%	-$239K	0.64%	48
2023 Q4	$1.24M	Sell	11,426 -704	-6%	-$67.8K	0.86%	38
2023 Q3	$1.14M	Buy	12,130 +107	+0.9%	+$10.7K	0.88%	38
2023 Q2	$1.2M	Buy	+12,023	New	+$1.14M	0.9%	38

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Fortune Financial Advisors's IJR Position: Q2 2026 in Review

Fortune Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q2 2026, selling an estimated $19.4K and leaving 4,634 shares worth $687K. The position accounts for 0.29% of the portfolio, ranked #78.

Fortune Financial Advisors first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2023. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Fortune Financial Advisors held 4,634 shares of iShares Core S&P Small-Cap ETF worth $687K as of Q2 2026.
Fortune Financial Advisors sold 141 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.4K.
iShares Core S&P Small-Cap ETF made up 0.29% of Fortune Financial Advisors's portfolio in Q2 2026, its #78 holding.
Fortune Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.24M in Q4 2023.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.