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

Founders Capital Management (Texas)’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	$39.2K	Buy	265 +26	+11%	+$3.57K	0.02%	179
2026 Q1	$29.7K	Hold	239	–	–	0.01%	198
2025 Q4	$28.7K	Buy	239 +1	+0.4%	+$120	0.01%	203
2025 Q3	$28.3K	Hold	238	–	–	0.02%	202
2025 Q2	$26K	Buy	238 +1	+0.4%	+$103	0.02%	204
2025 Q1	$24.8K	Hold	237	–	–	0.02%	197
2024 Q4	$27.3K	Buy	237 +1	+0.4%	+$119	0.02%	191
2024 Q3	$27.6K	Buy	236 +1	+0.4%	+$113	0.02%	197
2024 Q2	$25.1K	Hold	235	–	–	0.02%	210
2024 Q1	$26K	Buy	235 +1	+0.4%	+$106	0.02%	195
2023 Q4	$25.4K	Hold	234	–	–	0.02%	209
2023 Q3	$22K	Sell	234 -542	-70%	-$54.1K	0.02%	212
2023 Q2	$77.3K	Buy	776 +1	+0.1%	+$95	0.06%	109
2023 Q1	$75K	Buy	775 +442	+133%	+$44.2K	0.06%	107
2022 Q4	$31K	Buy	333 +1	+0.3%	+$96	0.02%	175
2022 Q3	$29K	Hold	332	–	–	0.02%	171
2022 Q2	$31K	Buy	332 +1	+0.3%	+$99	0.02%	179
2022 Q1	$38K	Hold	331	–	–	0.02%	145
2021 Q4	$38K	Buy	331 +1	+0.3%	+$114	0.02%	145
2021 Q3	$36K	Hold	330	–	–	0.02%	149
2021 Q2	$37K	Buy	330 +1	+0.3%	+$112	0.02%	141
2021 Q1	$36K	Hold	329	–	–	0.03%	132
2020 Q4	$30K	Buy	+329	New	+$27K	0.02%	151
2020 Q1	$18K	Buy	328 +1	+0.3%	+$74	0.02%	162
2019 Q4	$27K	Hold	327	–	–	0.02%	152
2019 Q3	$25K	Buy	327 +51	+18%	+$3.95K	0.02%	162
2019 Q2	$22K	Hold	276	–	–	0.02%	175
2019 Q1	$21K	Buy	276 +1	+0.4%	+$77	0.02%	176
2018 Q4	$19K	Buy	275 +100	+57%	+$7.73K	0.02%	176
2018 Q3	$15K	Sell	175 -21	-11%	-$1.84K	0.01%	208
2018 Q2	$16K	Hold	196	–	–	0.01%	210
2018 Q1	$15K	Hold	196	–	–	0.01%	240
2017 Q4	$15K	Buy	196 +1	+0.5%	+$75	0.01%	239
2017 Q3	$15K	Hold	195	–	–	0.01%	234
2017 Q2	$14K	Hold	195	–	–	0.01%	242
2017 Q1	$13K	Buy	+195	New	+$13.4K	0.01%	262

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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 (Texas)'s IJR Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $3.57K and bringing the position to 265 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #179.

Founders Capital Management (Texas) first reported a position in IJR in Q1 2017 and has held it in 36 quarters since. The position peaked at $77.3K in Q2 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Founders Capital Management (Texas) held 265 shares of iShares Core S&P Small-Cap ETF worth $39.2K as of Q2 2026.
Founders Capital Management (Texas) bought 26 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.57K.
iShares Core S&P Small-Cap ETF made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #179 holding.
Founders Capital Management (Texas) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s iShares Core S&P Small-Cap ETF position peaked at $77.3K in Q2 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.