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FRG Family Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

FRG Family Wealth Advisors’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 		$2.05M Sell
16,527
-750
-4% -$95.3K 0.34% 54
2025
Q4 		$2.08M Buy
17,277
+3,136
+22% +$375K 0.32% 57
2025
Q3 		$1.68M Hold
14,141
– – 0.27% 57
2025
Q2 		$1.55M Sell
14,141
-2,465
-15% -$255K 0.27% 57
2025
Q1 		$1.74M Sell
16,606
-470
-3% -$53K 0.34% 50
2024
Q4 		$1.97M Buy
17,076
+415
+2% +$49.6K 0.36% 48
2024
Q3 		$1.95M Hold
16,661
– – 0.35% 50
2024
Q2 		$1.81M Buy
16,661
+235
+1% +$25.1K 0.35% 50
2024
Q1 		$1.71M Sell
16,426
-707
-4% -$75.1K 0.34% 51
2023
Q4 		$1.85M Hold
17,133
– – 0.38% 48
2023
Q3 		$1.62M Hold
17,133
– – 0.37% 51
2023
Q2 		$1.71M Sell
17,133
-595
-3% -$56.7K 0.37% 47
2023
Q1 		$1.71M Hold
17,728
– – 0.39% 48
2022
Q4 		$1.68M Sell
17,728
-390
-2% -$37.4K 0.4% 51
2022
Q3 		$1.58M Sell
18,118
-385
-2% -$37.4K 0.39% 51
2022
Q2 		$1.71M Hold
18,503
– – 0.4% 48
2022
Q1 		$2M Sell
18,503
-2,305
-11% -$249K 0.39% 45
2021
Q4 		$2.38M Buy
20,808
+1,650
+9% +$188K 0.44% 45
2021
Q3 		$2.09M Sell
19,158
-314
-2% -$34.6K 0.41% 45
2021
Q2 		$2.2M Buy
19,472
+170
+0.9% +$19K 0.42% 48
2021
Q1 		$2.1M Hold
19,302
– – 0.43% 49
2020
Q4 		$1.77M Buy
19,302
+400
+2% +$32.9K 0.39% 51
2020
Q3 		$1.33M Sell
18,902
-4,385
-19% -$314K 0.32% 55
2020
Q2 		$1.59M Sell
23,287
-2,109
-8% -$133K 0.42% 47
2020
Q1 		$1.43M Sell
25,396
-5,325
-17% -$397K 0.43% 48
2019
Q4 		$2.58M Sell
30,721
-9,585
-24% -$771K 0.62% 44
2019
Q3 		$3.14M Sell
40,306
-8,320
-17% -$644K 0.81% 37
2019
Q2 		$3.81M Buy
48,626
+3,863
+9% +$300K 1% 33
2019
Q1 		$3.45M Buy
44,763
+671
+2% +$51.5K 0.98% 32
2018
Q4 		$3.06M Buy
44,092
+2,035
+5% +$157K 1% 31
2018
Q3 		$3.67M Buy
42,057
+3,838
+10% +$336K 1.01% 29
2018
Q2 		$3.19M Sell
38,219
-118
-0.3% -$9.62K 0.95% 29
2018
Q1 		$2.95M Sell
38,337
-116
-0.3% -$9.03K 0.98% 31
2017
Q4 		$2.95M Buy
38,453
+671
+2% +$50.6K 0.95% 37
2017
Q3 		$2.8M Buy
37,782
+2,615
+7% +$183K 0.97% 35
2017
Q2 		$2.47M Buy
35,167
+2,155
+7% +$149K 0.91% 40
2017
Q1 		$2.28M Buy
33,012
+3,970
+14% +$274K 0.89% 40
2016
Q4 		$2M Buy
29,042
+6,670
+30% +$430K 0.84% 43
2016
Q3 		$1.39M Hold
22,372
– – 0.63% 55
2016
Q2 		$1.3M Buy
22,372
+1,000
+5% +$57K 0.59% 59
2016
Q1 		$1.2M Hold
21,372
– – 0.58% 61
2015
Q4 		$1.18M Buy
+21,372
New +$1.2M 0.57% 57

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FRG Family Wealth Advisors's IJR Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q1 2026, selling an estimated $95.3K and leaving 16,527 shares worth $2.05M. The position accounts for 0.34% of the portfolio, ranked #54.

FRG Family Wealth Advisors first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.81M in Q2 2019. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • FRG Family Wealth Advisors held 16,527 shares of iShares Core S&P Small-Cap ETF worth $2.05M as of Q1 2026.
  • FRG Family Wealth Advisors sold 750 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $95.3K.
  • iShares Core S&P Small-Cap ETF made up 0.34% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • FRG Family Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $3.81M in Q2 2019.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.