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

Forza Wealth 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 Q1	$2.01M	Hold	16,186	–	–	0.7%	43
2025 Q4	$1.95M	Sell	16,186 -67	-0.4%	-$8.01K	0.7%	41
2025 Q3	$1.93M	Buy	16,253 +67	+0.4%	+$7.71K	0.74%	37
2025 Q2	$1.77M	Hold	16,186	–	–	0.73%	39
2025 Q1	$1.69M	Hold	16,186	–	–	0.76%	37
2024 Q4	$1.86M	Buy	16,186 +1,772	+12%	+$212K	0.85%	34
2024 Q3	$1.69M	Buy	14,414 +697	+5%	+$78.7K	0.77%	38
2024 Q2	$1.46M	Sell	13,717 -54	-0.4%	-$5.78K	0.75%	38
2024 Q1	$1.52M	Sell	13,771 -300	-2%	-$31.9K	0.79%	38
2023 Q4	$1.52M	Hold	14,071	–	–	0.84%	36
2023 Q3	$1.33M	Hold	14,071	–	–	0.68%	44
2023 Q2	$1.4M	Hold	14,071	–	–	0.71%	41
2023 Q1	$1.36M	Buy	14,071 +300	+2%	+$30K	0.7%	43
2022 Q4	$1.3M	Buy	+13,771	New	+$1.32M	0.86%	35

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

Forza Wealth Management's IJR Position: Q1 2026 in Review

Forza Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 16,186 shares worth $2.01M. The position accounts for 0.7% of the portfolio, ranked #43.

Forza Wealth Management first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Forza Wealth Management held 16,186 shares of iShares Core S&P Small-Cap ETF worth $2.01M as of Q1 2026.
Forza Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.7% of Forza Wealth Management's portfolio in Q1 2026, its #43 holding.
Forza Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Forza Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.