Foster Group
IJR icon

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
Q3 		$918K Sell
6,749
-406
-6% -$58.8K 0.02% 122
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Foster Group's IJR Position: Q3 2026 in Review

Foster Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q3 2026, selling an estimated $58.8K and leaving 6,749 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #122.

Foster Group first reported a position in IJR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2024. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Foster Group held 6,749 shares of iShares Core S&P Small-Cap ETF worth $918K as of Q3 2026.
  • Foster Group sold 406 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $58.8K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #122 holding.
  • Foster Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Foster Group's iShares Core S&P Small-Cap ETF position peaked at $1.12M in Q3 2024.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.