Founders Grove Wealth Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Founders Grove Wealth Partners’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 Q1	$2.1M	Sell	16,900 -947	-5%	-$120K	0.48%	47
2025 Q4	$2.14M	Sell	17,847 -1,210	-6%	-$145K	0.48%	46
2025 Q3	$2.26M	Sell	19,057 -2,118	-10%	-$244K	0.53%	45
2025 Q2	$2.31M	Sell	21,175 -884	-4%	-$91.4K	0.58%	41
2025 Q1	$2.31M	Buy	22,059 +415	+2%	+$46.8K	0.64%	39
2024 Q4	$2.49M	Buy	+21,644	New	+$2.59M	0.72%	38

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Grove Wealth Partners's IJR Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.3% in Q1 2026, selling an estimated $120K and leaving 16,900 shares worth $2.1M. The position accounts for 0.48% of the portfolio, ranked #47.

Founders Grove Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Founders Grove Wealth Partners held 16,900 shares of iShares Core S&P Small-Cap ETF worth $2.1M as of Q1 2026.
Founders Grove Wealth Partners sold 947 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $120K.
iShares Core S&P Small-Cap ETF made up 0.48% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #47 holding.
Founders Grove Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $2.49M in Q4 2024.
2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.