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

Foster 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	$1.06M	Sell	7,155 -1,114	-13%	-$153K	0.03%	120
2026 Q1	$1.03M	Buy	8,269 +793	+11%	+$101K	0.03%	111
2025 Q4	$898K	Sell	7,476 -588	-7%	-$70.3K	0.03%	118
2025 Q3	$958K	Buy	8,064 +108	+1%	+$12.4K	0.03%	111
2025 Q2	$870K	Buy	7,956 +3,820	+92%	+$395K	0.03%	112
2025 Q1	$433K	Sell	4,136 -604	-13%	-$68.2K	0.02%	137
2024 Q4	$546K	Sell	4,740 -4,834	-50%	-$578K	0.02%	116
2024 Q3	$1.12M	Buy	9,574 +119	+1%	+$13.4K	0.04%	87
2024 Q2	$1.01M	Sell	9,455 -653	-6%	-$69.9K	0.04%	88
2024 Q1	$1.12M	Buy	+10,108	New	+$1.07M	0.06%	80
2023 Q2	–	Sell	-4,209	Closed	-$407K	–	173
2023 Q1	$407K	Buy	+4,209	New	+$421K	0.03%	114
2022 Q3	–	Sell	-2,642	Closed	-$244K	–	141
2022 Q2	$244K	Buy	2,642 +748	+39%	+$74.4K	0.02%	125
2022 Q1	$204K	Buy	+1,894	New	+$204K	0.02%	136

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Foster Group's IJR Position: Q2 2026 in Review

Foster Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, selling an estimated $153K and leaving 7,155 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #120.

Foster Group first reported a position in IJR in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2024. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Foster Group held 7,155 shares of iShares Core S&P Small-Cap ETF worth $1.06M as of Q2 2026.
Foster Group sold 1,114 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $153K.
iShares Core S&P Small-Cap ETF made up 0.03% of Foster Group's portfolio in Q2 2026, its #120 holding.
Foster Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Foster Group's iShares Core S&P Small-Cap ETF position peaked at $1.12M in Q3 2024.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.