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

FourThought Financial 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 Q2	$3.69M	Sell	24,856 -313	-1%	-$43K	0.28%	88
2026 Q1	$3.13M	Buy	25,169 +2,804	+13%	+$356K	0.27%	91
2025 Q4	$2.69M	Buy	22,365 +4,470	+25%	+$535K	0.23%	91
2025 Q3	$2.13M	Buy	17,895 +3,949	+28%	+$454K	0.19%	99
2025 Q2	$1.52M	Buy	13,946 +4,496	+48%	+$465K	0.15%	111
2025 Q1	$988K	Buy	9,450 +3,865	+69%	+$436K	0.1%	136
2024 Q4	$644K	Buy	5,585 +1,474	+36%	+$176K	0.07%	163
2024 Q3	$481K	Buy	4,111 +448	+12%	+$50.6K	0.06%	141
2024 Q2	$391K	Hold	3,663	–	–	0.05%	150
2024 Q1	$405K	Sell	3,663 -107	-3%	-$11.4K	0.05%	216
2023 Q4	$408K	Sell	3,770 -303	-7%	-$29.2K	0.05%	212
2023 Q3	$384K	Hold	4,073	–	–	0.05%	209
2023 Q2	$406K	Sell	4,073 -90	-2%	-$8.57K	0.05%	214
2023 Q1	$403K	Sell	4,163 -28	-0.7%	-$2.8K	0.06%	210
2022 Q4	$397K	Buy	+4,191	New	+$402K	0.06%	218

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 22.9% 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

FourThought Financial Partners's IJR Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, selling an estimated $43K and leaving 24,856 shares worth $3.69M. The position accounts for 0.28% of the portfolio, ranked #88.

FourThought Financial Partners first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

FourThought Financial Partners held 24,856 shares of iShares Core S&P Small-Cap ETF worth $3.69M as of Q2 2026.
FourThought Financial Partners sold 313 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $43K.
iShares Core S&P Small-Cap ETF made up 0.28% of FourThought Financial Partners's portfolio in Q2 2026, its #88 holding.
FourThought Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.