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Foundations Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Foundations Investment 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
Q2 		$6.61M Buy
44,549
+11,018
+33% +$1.51M 0.07% 215
2026
Q1 		$4.17M Sell
33,531
-9,748
-23% -$1.24M 0.05% 252
2025
Q4 		$5.2M Buy
43,279
+6,274
+17% +$750K 0.07% 218
2025
Q3 		$4.4M Sell
37,005
-6,875
-16% -$791K 0.06% 225
2025
Q2 		$4.8M Buy
43,880
+19,536
+80% +$2.02M 0.08% 209
2025
Q1 		$2.55M Sell
24,344
-1,315
-5% -$148K 0.05% 266
2024
Q4 		$2.96M Buy
25,659
+2,668
+12% +$319K 0.06% 235
2024
Q3 		$2.69M Buy
22,991
+5,041
+28% +$570K 0.06% 232
2024
Q2 		$1.91M Sell
17,950
-6,034
-25% -$646K 0.05% 240
2024
Q1 		$2.65M Sell
23,984
-335
-1% -$35.6K 0.07% 208
2023
Q4 		$2.56M Buy
24,319
+8,092
+50% +$780K 0.07% 205
2023
Q3 		$1.53M Buy
16,227
+2,866
+21% +$286K 0.05% 244
2023
Q2 		$1.33M Sell
13,361
-70,599
-84% -$6.72M 0.04% 227
2023
Q1 		$8.12M Buy
83,960
+16,564
+25% +$1.66M 0.29% 57
2022
Q4 		$6.38M Buy
67,396
+16,196
+32% +$1.55M 0.25% 60
2022
Q3 		$4.46M Buy
51,200
+43,767
+589% +$4.25M 0.19% 57
2022
Q2 		$686K Sell
7,433
-38,771
-84% -$3.86M 0.03% 183
2022
Q1 		$4.86M Buy
46,204
+1,481
+3% +$160K 0.19% 48
2021
Q4 		$5.06M Buy
44,723
+1,502
+3% +$171K 0.19% 45
2021
Q3 		$4.81M Buy
43,221
+4,932
+13% +$543K 0.21% 41
2021
Q2 		$4.27M Buy
38,289
+11,821
+45% +$1.32M 0.21% 50
2021
Q1 		$2.88M Buy
26,468
+16,248
+159% +$1.7M 0.17% 50
2020
Q4 		$999K Buy
10,220
+1,509
+17% +$124K 0.07% 76
2020
Q3 		$626K Buy
8,711
+2,094
+32% +$150K 0.14% 94
2020
Q2 		$448K Sell
6,617
-33,416
-83% -$2.11M 0.04% 106
2020
Q1 		$2.09M Buy
40,033
+8,637
+28% +$643K 0.24% 18
2019
Q4 		$2.63M Buy
31,396
+928
+3% +$74.7K 0.32% 27
2019
Q3 		$2.31M Buy
30,468
+7,980
+35% +$618K 0.3% 27
2019
Q2 		$1.76M Buy
+22,488
New +$1.75M 0.27% 31

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 22.96% 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

Foundations Investment Advisors's IJR Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q2 2026, buying an estimated $1.51M and bringing the position to 44,549 shares worth $6.61M. The position accounts for 0.07% of the portfolio, ranked #215.

Foundations Investment Advisors first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.12M in Q1 2023. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Foundations Investment Advisors held 44,549 shares of iShares Core S&P Small-Cap ETF worth $6.61M as of Q2 2026.
  • Foundations Investment Advisors bought 11,018 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • Foundations Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Foundations Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $8.12M in Q1 2023.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.