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Heritage Family Offices’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heritage Family Offices’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
Q1 		$279K Sell
2,243
-28
-1% -$3.56K 0.12% 154
2025
Q4 		$273K Sell
2,271
-332
-13% -$39.7K 0.12% 154
2025
Q3 		$309K Sell
2,603
-334
-11% -$38.4K 0.14% 128
2025
Q2 		$305K Hold
2,937
– – 0.15% 123
2025
Q1 		$307K Buy
2,937
+3
+0.1% +$339 0.16% 121
2024
Q4 		$338K Buy
2,934
+3
+0.1% +$358 0.17% 116
2024
Q3 		$343K Sell
2,931
-39
-1% -$4.41K 0.18% 118
2024
Q2 		$317K Buy
+2,970
New +$318K 0.18% 112

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Family Offices's IJR Position: Q1 2026 in Review

Heritage Family Offices reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q1 2026, selling an estimated $3.56K and leaving 2,243 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #154.

Heritage Family Offices first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. The position peaked at $343K in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Heritage Family Offices held 2,243 shares of iShares Core S&P Small-Cap ETF worth $279K as of Q1 2026.
  • Heritage Family Offices sold 28 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.56K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Heritage Family Offices's portfolio in Q1 2026, its #154 holding.
  • Heritage Family Offices first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's iShares Core S&P Small-Cap ETF position peaked at $343K in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.