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

FWL Investment 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
2026 Q2	$76.5K	Hold	516	–	–	0.01%	167
2026 Q1	$64.1K	Sell	516 -20	-4%	-$2.54K	0.01%	149
2025 Q4	$64.4K	Hold	536	–	–	0.02%	141
2025 Q3	$63.7K	Sell	536 -120	-18%	-$13.8K	0.02%	135
2025 Q2	$71.7K	Sell	656 -403	-38%	-$41.7K	0.02%	131
2025 Q1	$111K	Sell	1,059 -36	-3%	-$4.06K	0.04%	108
2024 Q4	$126K	Sell	1,095 -117	-10%	-$14K	0.05%	102
2024 Q3	$142K	Buy	1,212 +662	+120%	+$74.8K	0.05%	81
2024 Q2	$58.7K	Buy	+550	New	+$58.8K	0.03%	100

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

FWL Investment Management's IJR Position: Q2 2026 in Review

FWL Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 516 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #167.

FWL Investment Management first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $142K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

FWL Investment Management held 516 shares of iShares Core S&P Small-Cap ETF worth $76.5K as of Q2 2026.
FWL Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #167 holding.
FWL Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
FWL Investment Management's iShares Core S&P Small-Cap ETF position peaked at $142K in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.