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Forum Private Client Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Forum Private Client Group’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 		$1.23M Sell
8,273
-185
-2% -$25.4K 0.37% 31
2026
Q1 		$1.05M Sell
8,458
-693
-8% -$88K 0.35% 33
2025
Q4 		$1.1M Sell
9,151
-610
-6% -$73K 0.37% 31
2025
Q3 		$1.16M Sell
9,761
-1,414
-13% -$163K 0.41% 30
2025
Q2 		$1.22M Sell
11,175
-54
-0.5% -$5.58K 0.47% 28
2025
Q1 		$1.17M Sell
11,229
-410
-4% -$46.3K 0.51% 29
2024
Q4 		$1.34M Buy
11,639
+439
+4% +$52.4K 0.6% 27
2024
Q3 		$1.31M Sell
11,200
-928
-8% -$105K 0.58% 28
2024
Q2 		$1.29M Sell
12,128
-1,640
-12% -$175K 0.61% 28
2024
Q1 		$1.52M Sell
13,768
-592
-4% -$62.9K 0.74% 26
2023
Q4 		$1.55M Buy
+14,360
New +$1.38M 0.81% 25
2023
Q3 		– Sell
-17,197
Closed -$1.71M – 28
2023
Q2 		$1.71M Sell
17,197
-802
-4% -$76.4K 0.98% 27
2023
Q1 		$1.74M Sell
17,999
-2,242
-11% -$224K 1.1% 26
2022
Q4 		$1.92M Sell
20,241
-379
-2% -$36.4K 1.32% 23
2022
Q3 		$1.8M Sell
20,620
-361
-2% -$35.1K 1.34% 24
2022
Q2 		$1.94M Buy
20,981
+4,625
+28% +$460K 1.41% 21
2022
Q1 		$1.76M Buy
+16,356
New +$1.77M 1.37% 20

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forum Private Client Group's IJR Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, selling an estimated $25.4K and leaving 8,273 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #31.

Forum Private Client Group first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.94M in Q2 2022. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Forum Private Client Group held 8,273 shares of iShares Core S&P Small-Cap ETF worth $1.23M as of Q2 2026.
  • Forum Private Client Group sold 185 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Core S&P Small-Cap ETF made up 0.37% of Forum Private Client Group's portfolio in Q2 2026, its #31 holding.
  • Forum Private Client Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares Core S&P Small-Cap ETF position peaked at $1.94M in Q2 2022.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.