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

FSA Wealth Management’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
2025 Q3	$65.6K	Hold	1,005	–	–	0.02%	136
2025 Q2	$62.3K	Hold	1,005	–	–	0.02%	133
2025 Q1	$58.6K	Buy	1,005 +793	+374%	+$89.5K	0.02%	137
2024 Q4	$24.4K	Buy	212 +43	+25%	+$5.14K	0.01%	213
2024 Q3	$19.8K	Buy	+169	New	+$19.1K	0.01%	242
2024 Q1	$18.7K	Hold	169	–	–	0.01%	257
2023 Q4	$18K	Buy	+169	New	+$16.3K	0.01%	244
2021 Q1	–	Sell	-120	Closed	-$11K	–	137
2020 Q4	$11K	Buy	+120	New	+$9.86K	0.01%	256
2020 Q3	–	Sell	-120	Closed	-$8K	–	194
2020 Q2	$8K	Buy	120 +42	+54%	+$2.65K	0.01%	287
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	317
2019 Q4	$7K	Buy	+78	New	+$6.28K	﹤0.01%	352

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FSA Wealth Management's IJR Position: Q3 2025 in Review

FSA Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 1,005 shares worth $65.6K. The position accounts for 0.02% of the portfolio, ranked #136.

FSA Wealth Management first reported a position in IJR in Q4 2019 and has held it in 11 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

FSA Wealth Management held 1,005 shares of iShares Core S&P Small-Cap ETF worth $65.6K as of Q3 2025.
FSA Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #136 holding.
FSA Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 11 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.