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

Foundry Financial Group’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	$363K	Sell	2,446 -234	-9%	-$32.1K	0.16%	51
2026 Q1	$333K	Sell	2,680 -325	-11%	-$41.3K	0.17%	49
2025 Q4	$361K	Sell	3,005 -89	-3%	-$10.6K	0.18%	48
2025 Q3	$368K	Sell	3,094 -51	-2%	-$5.87K	0.19%	47
2025 Q2	$344K	Sell	3,145 -250	-7%	-$25.8K	0.2%	47
2025 Q1	$355K	Sell	3,395 -1,191	-26%	-$134K	0.22%	44
2024 Q4	$528K	Hold	4,586	–	–	0.33%	43
2024 Q3	$536K	Sell	4,586 -291	-6%	-$32.9K	0.33%	41
2024 Q2	$520K	Sell	4,877 -2,786	-36%	-$298K	0.36%	39
2024 Q1	$847K	Sell	7,663 -3,344	-30%	-$355K	0.6%	29
2023 Q4	$1.19M	Buy	+11,007	New	+$1.06M	1.01%	23

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

Foundry Financial Group's IJR Position: Q2 2026 in Review

Foundry Financial Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.7% in Q2 2026, selling an estimated $32.1K and leaving 2,446 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #51.

Foundry Financial Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Foundry Financial Group held 2,446 shares of iShares Core S&P Small-Cap ETF worth $363K as of Q2 2026.
Foundry Financial Group sold 234 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $32.1K.
iShares Core S&P Small-Cap ETF made up 0.16% of Foundry Financial Group's portfolio in Q2 2026, its #51 holding.
Foundry Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.19M in Q4 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.