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

Foster & Motley’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 		$575K Buy
3,875
+479
+14% +$65.7K 0.03% 300
2026
Q1 		$422K Buy
3,396
+66
+2% +$8.38K 0.02% 325
2025
Q4 		$400K Buy
3,330
+39
+1% +$4.66K 0.02% 315
2025
Q3 		$391K Buy
3,291
+3
+0.1% +$345 0.02% 317
2025
Q2 		$359K Sell
3,288
-7
-0.2% -$724 0.02% 322
2025
Q1 		$345K Sell
3,295
-41
-1% -$4.63K 0.02% 318
2024
Q4 		$384K Buy
3,336
+6
+0.2% +$717 0.03% 304
2024
Q3 		$389K Sell
3,330
-167
-5% -$18.9K 0.02% 306
2024
Q2 		$373K Sell
3,497
-528
-13% -$56.5K 0.03% 301
2024
Q1 		$445K Buy
4,025
+362
+10% +$38.4K 0.03% 277
2023
Q4 		$397K Buy
3,663
+2
+0.1% +$193 0.03% 288
2023
Q3 		$345K Buy
3,661
+65
+2% +$6.49K 0.03% 305
2023
Q2 		$358K Sell
3,596
-64
-2% -$6.09K 0.03% 314
2023
Q1 		$354K Sell
3,660
-336
-8% -$33.6K 0.03% 313
2022
Q4 		$378K Sell
3,996
-107
-3% -$10.3K 0.03% 306
2022
Q3 		$358K Sell
4,103
-177
-4% -$17.2K 0.03% 287
2022
Q2 		$396K Sell
4,280
-282
-6% -$28K 0.03% 274
2022
Q1 		$492K Buy
4,562
+7
+0.2% +$755 0.04% 258
2021
Q4 		$522K Buy
4,555
+400
+10% +$45.6K 0.04% 247
2021
Q3 		$454K Hold
4,155
– – 0.04% 244
2021
Q2 		$469K Sell
4,155
-22
-0.5% -$2.45K 0.04% 237
2021
Q1 		$453K Sell
4,177
-1,180
-22% -$124K 0.04% 228
2020
Q4 		$492K Buy
+5,357
New +$440K 0.05% 213

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foster & Motley's IJR Position: Q2 2026 in Review

Foster & Motley increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $65.7K and bringing the position to 3,875 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #300.

Foster & Motley first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Foster & Motley held 3,875 shares of iShares Core S&P Small-Cap ETF worth $575K as of Q2 2026.
  • Foster & Motley bought 479 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $65.7K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Foster & Motley's portfolio in Q2 2026, its #300 holding.
  • Foster & Motley first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.