IIM
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IFC & Insurance Marketing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-120
Closed -$14K – 348
2025
Q4 		$14K Buy
+120
New +$14.4K 0.01% 343

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFC & Insurance Marketing's IJR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 120 shares — an estimated $14K sold.

IFC & Insurance Marketing first reported a position in IJR in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 2,751 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 120 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $14K.
  • IFC & Insurance Marketing first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core S&P Small-Cap ETF position peaked at $14K in Q4 2025.
  • 2,751 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.