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 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 $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

FourThought Financial Partners's IJR Position: Q1 2026 in Review

FourThought Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2026, buying an estimated $356K and bringing the position to 25,169 shares worth $3.13M. The position accounts for 0.27% of the portfolio, ranked #91.

FourThought Financial Partners first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

FourThought Financial Partners held 25,169 shares of iShares Core S&P Small-Cap ETF worth $3.13M as of Q1 2026.
FourThought Financial Partners bought 2,804 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $356K.
iShares Core S&P Small-Cap ETF made up 0.27% of FourThought Financial Partners's portfolio in Q1 2026, its #91 holding.
FourThought Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.