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

FSM 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 Q2	$23.3M	Buy	156,774 +4,223	+3%	+$580K	2.48%	12
2026 Q1	$19M	Sell	152,551 -9,716	-6%	-$1.23M	2.44%	12
2025 Q4	$19.5M	Buy	162,267 +3,930	+2%	+$470K	2.67%	12
2025 Q3	$18.8M	Buy	158,337 +18,960	+14%	+$2.18M	2.66%	12
2025 Q2	$15.5M	Buy	139,377 +9,433	+7%	+$975K	2.52%	11
2025 Q1	$13.6M	Buy	129,944 +2,021	+2%	+$228K	3.06%	11
2024 Q4	$15M	Buy	127,923 +10,308	+9%	+$1.23M	3.67%	8
2024 Q3	$13.8M	Buy	117,615 +12,862	+12%	+$1.45M	3.65%	8
2024 Q2	$11.2M	Buy	104,753 +8,800	+9%	+$942K	3.75%	7
2024 Q1	$10.6M	Buy	95,953 +15,894	+20%	+$1.69M	3.77%	7
2023 Q4	$8.67M	Buy	80,059 +10,018	+14%	+$965K	3.69%	7
2023 Q3	$6.61M	Buy	70,041 +16,777	+31%	+$1.68M	3.32%	7
2023 Q2	$5.36M	Buy	53,264 +12,526	+31%	+$1.19M	2.69%	10
2023 Q1	$3.94M	Buy	40,738 +9,147	+29%	+$914K	2.29%	11
2022 Q4	$2.99M	Buy	31,591 +5,076	+19%	+$487K	2.13%	11
2022 Q3	$2.31M	Buy	26,515 +3,210	+14%	+$312K	1.92%	10
2022 Q2	$2.38M	Buy	+23,305	New	+$2.32M	2.36%	7

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FSM Wealth Advisors's IJR Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q2 2026, buying an estimated $580K and bringing the position to 156,774 shares worth $23.3M. The position accounts for 2.48% of the portfolio, ranked #12.

FSM Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 17 quarters since. 1,677 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

FSM Wealth Advisors held 156,774 shares of iShares Core S&P Small-Cap ETF worth $23.3M as of Q2 2026.
FSM Wealth Advisors bought 4,223 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $580K.
iShares Core S&P Small-Cap ETF made up 2.48% of FSM Wealth Advisors's portfolio in Q2 2026, its #12 holding.
FSM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,677 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.