Foster Dykema Cabot & Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Foster Dykema Cabot & Partners’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	$317K	Hold	2,554	–	–	0.02%	89
2025 Q4	$307K	Sell	2,554 -361	-12%	-$43.2K	0.02%	98
2025 Q3	$346K	Buy	2,915 +107	+4%	+$12.3K	0.02%	99
2025 Q2	$307K	Sell	2,808 -257	-8%	-$26.6K	0.02%	104
2025 Q1	$321K	Sell	3,065 -597	-16%	-$67.4K	0.03%	96
2024 Q4	$422K	Hold	3,662	–	–	0.03%	86
2024 Q3	$428K	Buy	3,662 +1,720	+89%	+$194K	0.04%	81
2024 Q2	$207K	Sell	1,942 -2,190	-53%	-$234K	0.02%	96
2024 Q1	$457K	Sell	4,132 -5,428	-57%	-$576K	0.04%	68
2023 Q4	$1.03M	Buy	+9,560	New	+$921K	0.11%	39

Other funds holding IJR

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return