Founders Capital Management (Connecticut)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Founders Capital Management (Connecticut)’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
2025 Q4	–	Sell	-10,172	Closed	-$1.21M	–	81
2025 Q3	$1.21M	Hold	10,172	–	–	0.19%	42
2025 Q2	$1.11M	Sell	10,172 -13,670	-57%	-$1.41M	0.19%	41
2025 Q1	$2.49M	Hold	23,842	–	–	0.46%	35
2024 Q4	$2.75M	Hold	23,842	–	–	0.48%	34
2024 Q3	$2.79M	Hold	23,842	–	–	0.48%	35
2024 Q2	$2.54M	Hold	23,842	–	–	0.46%	35
2024 Q1	$2.64M	Hold	23,842	–	–	0.49%	34
2023 Q4	$2.58M	Hold	23,842	–	–	0.53%	36
2023 Q3	$2.25M	Hold	23,842	–	–	0.51%	35
2023 Q2	$2.38M	Hold	23,842	–	–	0.53%	34
2023 Q1	$2.31M	Hold	23,842	–	–	0.57%	32
2022 Q4	$2.26M	Sell	23,842 -51	-0.2%	-$4.89K	0.61%	34
2022 Q3	$2.08M	Buy	23,893 +51	+0.2%	+$4.95K	0.58%	33
2022 Q2	$2.2M	Buy	+23,842	New	+$2.37M	0.56%	34

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Capital Management (Connecticut)'s IJR Position: Q4 2025 in Review

Founders Capital Management (Connecticut) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 10,172 shares — an estimated $1.21M sold.

Founders Capital Management (Connecticut) first reported a position in IJR in Q2 2022 and held it in 14 quarters. The position peaked at $2.79M in Q3 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Founders Capital Management (Connecticut) reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Founders Capital Management (Connecticut) sold 10,172 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $1.21M.
Founders Capital Management (Connecticut) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 14 quarters.
Founders Capital Management (Connecticut)'s iShares Core S&P Small-Cap ETF position peaked at $2.79M in Q3 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q4 2025, filed 23 Jan 2026.