Foundry Financial Group
IJR icon

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
Q3 		$333K Hold
2,446
– – 0.14% 57
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% -$5.86K 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

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Foundry Financial Group's IJR Position: Q3 2026 in Review

Foundry Financial Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 2,446 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #57.

Foundry Financial Group first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2023. 1,229 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Foundry Financial Group held 2,446 shares of iShares Core S&P Small-Cap ETF worth $333K as of Q3 2026.
  • Foundry Financial Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Foundry Financial Group's portfolio in Q3 2026, its #57 holding.
  • Foundry Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Foundry Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.19M in Q4 2023.
  • 1,229 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Foundry Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.