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

Forum Financial Management’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	$351K	Buy	2,370 +4	+0.2%	+$549	﹤0.01%	253
2026 Q1	$294K	Sell	2,366 -939	-28%	-$119K	﹤0.01%	262
2025 Q4	$397K	Hold	3,305	–	–	0.01%	602
2025 Q3	$393K	Hold	3,305	–	–	0.01%	583
2025 Q2	$361K	Buy	3,305 +746	+29%	+$77.1K	0.01%	559
2025 Q1	$268K	Sell	2,559 -1,189	-32%	-$134K	﹤0.01%	654
2024 Q4	$432K	Buy	3,748 +1,100	+42%	+$131K	0.01%	435
2024 Q3	$310K	Buy	2,648 +395	+18%	+$44.6K	0.01%	497
2024 Q2	$240K	Sell	2,253 -49,559	-96%	-$5.3M	﹤0.01%	579
2024 Q1	$5.73M	Buy	51,812 +49,925	+2,646%	+$5.3M	0.1%	49
2023 Q4	$204K	Sell	1,887 -666	-26%	-$64.2K	﹤0.01%	635
2023 Q3	$241K	Buy	2,553 +190	+8%	+$19K	0.01%	506
2023 Q2	$235K	Buy	+2,363	New	+$225K	0.01%	535
2022 Q3	–	Sell	-2,268	Closed	-$210K	–	570
2022 Q2	$210K	Buy	+2,268	New	+$226K	0.01%	502

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

Forum Financial Management's IJR Position: Q2 2026 in Review

Forum Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.17% in Q2 2026, buying an estimated $549 and bringing the position to 2,370 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Forum Financial Management first reported a position in IJR in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.73M in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Forum Financial Management held 2,370 shares of iShares Core S&P Small-Cap ETF worth $351K as of Q2 2026.
Forum Financial Management bought 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #253 holding.
Forum Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 14 quarters since.
Forum Financial Management's iShares Core S&P Small-Cap ETF position peaked at $5.73M in Q1 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.