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

Future Financial 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 Q4	–	Sell	-30	Closed	-$3.56K	–	261
2025 Q3	$3.56K	Hold	30	–	–	﹤0.01%	423
2025 Q2	$3.28K	Sell	30 -180	-86%	-$18.6K	﹤0.01%	416
2025 Q1	$22K	Hold	210	–	–	0.02%	312
2024 Q4	$24.2K	Sell	210 -1,200	-85%	-$143K	0.02%	308
2024 Q3	$165K	Buy	+1,410	New	+$159K	0.12%	128
2024 Q2	–	Sell	-1,210	Closed	-$134K	–	270
2024 Q1	$134K	Buy	+1,210	New	+$128K	0.1%	142
2023 Q2	–	Sell	-16,989	Closed	-$1.64M	–	114
2023 Q1	$1.64M	Buy	16,989 +4,950	+41%	+$495K	1.81%	13
2022 Q4	$1.14M	Sell	12,039 -18	-0.1%	-$1.73K	1.3%	25
2022 Q3	$1.11M	Buy	12,057 +129	+1%	+$12.5K	1.28%	23
2022 Q2	$1.29M	Hold	11,928	–	–	1.26%	25
2022 Q1	$1.29M	Sell	11,928 -2,494	-17%	-$269K	1.07%	25
2021 Q4	$1.67M	Buy	14,422 +268	+2%	+$30.5K	1.34%	17
2021 Q3	$1.6M	Hold	14,154	–	–	1.64%	17
2021 Q2	$1.6M	Sell	14,154 -9,259	-40%	-$1.03M	1.64%	17
2021 Q1	$2.54M	Sell	23,413 -276	-1%	-$28.9K	2.92%	7
2020 Q4	$2.18M	Buy	+23,689	New	+$1.95M	2.51%	8

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Future Financial Wealth Management's IJR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 30 shares — an estimated $3.56K sold.

Future Financial Wealth Management first reported a position in IJR in Q4 2020 and held it in 16 quarters. The position peaked at $2.54M in Q1 2021. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 30 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $3.56K.
Future Financial Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 16 quarters.
Future Financial Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.54M in Q1 2021.
2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.