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Founders Financial Alliance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Founders Financial Alliance’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 		$647K Sell
4,361
-548
-11% -$75.2K 0.09% 208
2026
Q1 		$610K Buy
4,909
+972
+25% +$123K 0.11% 184
2025
Q4 		$473K Sell
3,937
-62
-2% -$7.42K 0.09% 204
2025
Q3 		$475K Sell
3,999
-149
-4% -$17.1K 0.09% 206
2025
Q2 		$453K Sell
4,148
-1,339
-24% -$138K 0.1% 190
2025
Q1 		$574K Buy
5,487
+790
+17% +$89.1K 0.14% 155
2024
Q4 		$541K Buy
4,697
+91
+2% +$10.9K 0.15% 134
2024
Q3 		$539K Sell
4,606
-123
-3% -$13.9K 0.15% 137
2024
Q2 		$504K Buy
4,729
+91
+2% +$9.74K 0.15% 133
2024
Q1 		$513K Buy
4,638
+732
+19% +$77.7K 0.15% 133
2023
Q4 		$423K Sell
3,906
-148
-4% -$14.3K 0.16% 127
2023
Q3 		$382K Sell
4,054
-170
-4% -$17K 0.17% 125
2023
Q2 		$421K Buy
4,224
+2,390
+130% +$228K 0.17% 132
2023
Q1 		$177K Sell
1,834
-932
-34% -$93.2K 0.09% 211
2022
Q4 		$262K Sell
2,766
-257
-9% -$24.6K 0.12% 181
2022
Q3 		$264K Sell
3,023
-284
-9% -$27.6K 0.13% 169
2022
Q2 		$306K Sell
3,307
-7
-0.2% -$696 0.16% 148
2022
Q1 		$357K Buy
3,314
+218
+7% +$23.5K 0.16% 140
2021
Q4 		$354K Buy
3,096
+202
+7% +$23K 0.14% 161
2021
Q3 		$317K Buy
2,894
+317
+12% +$34.9K 0.15% 153
2021
Q2 		$293K Sell
2,577
-1,403
-35% -$156K 0.13% 175
2021
Q1 		$439K Buy
3,980
+117
+3% +$12.2K 0.22% 106
2020
Q4 		$356K Sell
3,863
-996
-20% -$81.8K 0.2% 115
2020
Q3 		$359K Buy
+4,859
New +$348K 0.21% 98

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

Founders Financial Alliance's IJR Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, selling an estimated $75.2K and leaving 4,361 shares worth $647K. The position accounts for 0.09% of the portfolio, ranked #208.

Founders Financial Alliance first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Founders Financial Alliance held 4,361 shares of iShares Core S&P Small-Cap ETF worth $647K as of Q2 2026.
  • Founders Financial Alliance sold 548 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $75.2K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #208 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.