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 Q2	$379K	Hold	2,554	–	–	0.02%	87
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 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

Foster Dykema Cabot & Partners's IJR Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,554 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #87.

Foster Dykema Cabot & Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2023. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Foster Dykema Cabot & Partners held 2,554 shares of iShares Core S&P Small-Cap ETF worth $379K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #87 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's iShares Core S&P Small-Cap ETF position peaked at $1.03M in Q4 2023.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.