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

Foster Victor Wealth Advisors’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 		$1.68M Sell
12,685
-156
-1% -$19.8K 0.1% 116
2025
Q4 		$1.65M Sell
12,841
-477
-4% -$57K 0.1% 117
2025
Q3 		$1.6M Sell
13,318
-69
-0.5% -$7.94K 0.1% 110
2025
Q2 		$1.51M Sell
13,387
-337
-2% -$34.8K 0.1% 109
2025
Q1 		$1.31M Sell
13,724
-387
-3% -$43.7K 0.11% 104
2024
Q4 		$1.67M Sell
14,111
-1,068
-7% -$128K 0.13% 100
2024
Q3 		$1.74M Sell
15,179
-1,650
-10% -$186K 0.14% 100
2024
Q2 		$1.97M Sell
16,829
-620
-4% -$66.3K 0.16% 99
2024
Q1 		$1.85M Sell
17,449
-583
-3% -$61.9K 0.17% 86
2023
Q4 		$1.91M Sell
18,032
-252
-1% -$24.3K 0.2% 86
2023
Q3 		$1.68M Sell
18,284
-2,735
-13% -$273K 0.2% 83
2023
Q2 		$2.08M Sell
21,019
-769
-4% -$73.2K 0.23% 84
2023
Q1 		$2.07M Sell
21,788
-99,389
-82% -$9.94M 0.25% 83
2022
Q4 		$11.8M Sell
121,177
-1,084
-0.9% -$104K 1.5% 22
2022
Q3 		$11.2M Buy
122,261
+1,427
+1% +$139K 1.63% 19
2022
Q2 		$11.2M Buy
120,834
+955
+0.8% +$95K 1.66% 18
2022
Q1 		$12.6M Buy
119,879
+8,564
+8% +$924K 1.72% 13
2021
Q4 		$12.6M Buy
111,315
+133
+0.1% +$15.2K 1.71% 17
2021
Q3 		$12.1M Buy
111,182
+373
+0.3% +$41.1K 1.94% 15
2021
Q2 		$12.5M Sell
110,809
-1,536
-1% -$171K 2.09% 11
2021
Q1 		$12.2M Sell
112,345
-21,000
-16% -$2.2M 2.28% 4
2020
Q4 		$12.3M Sell
133,345
-6,475
-5% -$532K 2.79% 3
2020
Q3 		$9.82M Buy
139,820
+13,450
+11% +$964K 2.66% 4
2020
Q2 		$8.63M Buy
+126,370
New +$7.98M 2.86% 4

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Foster Victor Wealth Advisors's IJR Position: Q1 2026 in Review

Foster Victor Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, selling an estimated $19.8K and leaving 12,685 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #116.

Foster Victor Wealth Advisors first reported a position in IJR in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Foster Victor Wealth Advisors held 12,685 shares of iShares Core S&P Small-Cap ETF worth $1.68M as of Q1 2026.
  • Foster Victor Wealth Advisors sold 156 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Foster Victor Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Foster Victor Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $12.6M in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.