Foundation Wealth Management (Pennsylvania)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$2.09M	Sell	16,812 -1,858	-10%	-$236K	0.74%	32
2025 Q4	$2.24M	Sell	18,670 -2,787	-13%	-$333K	0.81%	31
2025 Q3	$2.55M	Sell	21,457 -1,752	-8%	-$201K	0.99%	30
2025 Q2	$2.54M	Sell	23,209 -1,750	-7%	-$181K	1.1%	28
2025 Q1	$2.61M	Sell	24,959 -153	-0.6%	-$17.3K	1.24%	26
2024 Q4	$2.89M	Buy	+25,112	New	+$3M	1.4%	23

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s IJR Position: Q1 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, selling an estimated $236K and leaving 16,812 shares worth $2.09M. The position accounts for 0.74% of the portfolio, ranked #32.

Foundation Wealth Management (Pennsylvania) first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Foundation Wealth Management (Pennsylvania) held 16,812 shares of iShares Core S&P Small-Cap ETF worth $2.09M as of Q1 2026.
Foundation Wealth Management (Pennsylvania) sold 1,858 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $236K.
iShares Core S&P Small-Cap ETF made up 0.74% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q1 2026, its #32 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Foundation Wealth Management (Pennsylvania)'s iShares Core S&P Small-Cap ETF position peaked at $2.89M in Q4 2024.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 22 Apr 2026.