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

FSA 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 Q2	$332K	Buy	+2,240	New	+$307K	0.15%	180
2026 Q1	–	Sell	-2,030	Closed	-$244K	–	218
2025 Q4	$244K	Sell	2,030 -52	-2%	-$6.22K	0.17%	145
2025 Q3	$247K	Buy	+2,082	New	+$239K	0.2%	125
2025 Q2	–	Sell	-3,224	Closed	-$337K	–	189
2025 Q1	$337K	Buy	+3,224	New	+$364K	0.27%	112
2024 Q4	–	Sell	-2,887	Closed	-$337K	–	159
2024 Q3	$337K	Sell	2,887 -192	-6%	-$21.7K	0.34%	91
2024 Q2	$329K	Buy	3,079 +430	+16%	+$46K	0.34%	86
2024 Q1	$293K	Sell	2,649 -43	-2%	-$4.57K	0.31%	92
2023 Q4	$291K	Buy	+2,692	New	+$259K	0.36%	80

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

FSA Advisors's IJR Position: Q2 2026 in Review

FSA Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 2,240 shares worth $332K. The stake represents 0.15% of the portfolio and ranks #180 among its holdings. This is a return to the name: FSA Advisors previously reported a position in IJR as recently as Q4 2025.

FSA Advisors first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $337K in Q1 2025. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

FSA Advisors held 2,240 shares of iShares Core S&P Small-Cap ETF worth $332K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new FSA Advisors position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of FSA Advisors's portfolio in Q2 2026, its #180 holding.
FSA Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
FSA Advisors's iShares Core S&P Small-Cap ETF position peaked at $337K in Q1 2025.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.