Founders Financial Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.7M | Buy |
295,641
+33,742
| +13% | +$4.29M | 2.18% | 7 |
|
|
2025
Q4 | $31.5M | Buy |
261,899
+3,306
| +1% | +$395K | 1.85% | 8 |
|
|
2025
Q3 | $30.7M | Buy |
258,593
+20,975
| +9% | +$2.41M | 2.09% | 6 |
|
|
2025
Q2 | $26M | Buy |
237,618
+20,024
| +9% | +$2.07M | 1.97% | 8 |
|
|
2025
Q1 | $21.8M | Sell |
217,594
-59,947
| -22% | -$6.76M | 1.85% | 7 |
|
|
2024
Q4 | $32M | Buy |
277,541
+17,136
| +7% | +$2.05M | 2.88% | 4 |
|
|
2024
Q3 | $30.5M | Buy |
260,405
+54,742
| +27% | +$6.18M | 2.81% | 5 |
|
|
2024
Q2 | $21.9M | Buy |
205,663
+18,986
| +10% | +$2.03M | 2.07% | 8 |
|
|
2024
Q1 | $20.6M | Sell |
186,677
-55,576
| -23% | -$5.9M | 2.16% | 7 |
|
|
2023
Q4 | $26.2M | Buy |
242,253
+22,141
| +10% | +$2.13M | 2.91% | 5 |
|
|
2023
Q3 | $20.8M | Sell |
220,112
-24,692
| -10% | -$2.47M | 2.69% | 5 |
|
|
2023
Q2 | $24.4M | Buy |
244,804
+27,978
| +13% | +$2.66M | 3.22% | 5 |
|
|
2023
Q1 | $21M | Sell |
216,826
-4,743
| -2% | -$474K | 3.02% | 4 |
|
|
2022
Q4 | $21M | Buy |
221,569
+15,727
| +8% | +$1.51M | 3.3% | 4 |
|
|
2022
Q3 | $17.9M | Buy |
205,842
+10,154
| +5% | +$986K | 3.17% | 4 |
|
|
2022
Q2 | $18.1M | Sell |
195,688
-7,329
| -4% | -$729K | 3.54% | 4 |
|
|
2022
Q1 | $21.9M | Buy |
203,017
+65,865
| +48% | +$7.11M | 3.88% | 3 |
|
|
2021
Q4 | $15.7M | Buy |
137,152
+8,610
| +7% | +$981K | 2.82% | 7 |
|
|
2021
Q3 | $14M | Buy |
128,542
+6,415
| +5% | +$706K | 2.83% | 6 |
|
|
2021
Q2 | $13.8M | Sell |
122,127
-32,510
| -21% | -$3.63M | 2.74% | 7 |
|
|
2021
Q1 | $16.8M | Buy |
154,637
+7,587
| +5% | +$794K | 3.87% | 3 |
|
|
2020
Q4 | $13.5M | Buy |
147,050
+9,740
| +7% | +$800K | 3.24% | 6 |
|
|
2020
Q3 | $9.64M | Buy |
137,310
+27,557
| +25% | +$1.97M | 3.07% | 9 |
|
|
2020
Q2 | $7.5M | Buy |
109,753
+2,050
| +2% | +$129K | 2.43% | 9 |
|
|
2020
Q1 | $6.04M | Sell |
107,703
-96,237
| -47% | -$7.17M | 2.25% | 4 |
|
|
2019
Q4 | $17.1M | Sell |
203,940
-33,175
| -14% | -$2.67M | 5.78% | 2 |
|
|
2019
Q3 | $18.5M | Buy |
237,115
+48,167
| +25% | +$3.73M | 5.89% | 1 |
|
|
2019
Q2 | $14.8M | Sell |
188,948
-11,789
| -6% | -$915K | 4.87% | 4 |
|
|
2019
Q1 | $15.5M | Buy |
200,737
+171,819
| +594% | +$13.2M | 4.91% | 2 |
|
|
2018
Q4 | $2M | Buy |
28,918
+19,750
| +215% | +$1.53M | 0.73% | 30 |
|
|
2018
Q3 | $800K | Buy |
+9,168
| New | +$803K | 0.22% | 60 |
|
|
2015
Q4 | – | Sell |
-127,146
| Closed | -$6.78M | – | 72 |
|
|
2015
Q3 | $6.78M | Buy |
+127,146
| New | +$7.21M | 3.35% | 10 |
|
Other funds holding IJR
Founders Financial Securities's IJR Position: Q1 2026 in Review
Founders Financial Securities increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2026, buying an estimated $4.29M and bringing the position to 295,641 shares worth $38.7M. The position accounts for 2.18% of the portfolio, ranked #7.
Founders Financial Securities first reported a position in IJR in Q3 2015 and has held it in 32 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Founders Financial Securities held 295,641 shares of iShares Core S&P Small-Cap ETF worth $38.7M as of Q1 2026.
- Founders Financial Securities bought 33,742 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $4.29M.
- iShares Core S&P Small-Cap ETF made up 2.18% of Founders Financial Securities's portfolio in Q1 2026, its #7 holding.
- Founders Financial Securities first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and has held it in 32 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.