Investor's Fiduciary Advisor Network’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Investor's Fiduciary Advisor Network’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	$607K	Sell	4,884 -2,897	-37%	-$368K	0.19%	136
2025 Q4	$935K	Buy	7,781 +5,862	+305%	+$701K	0.2%	114
2025 Q3	$228K	Buy	1,919 +58	+3%	+$6.67K	0.08%	220
2025 Q2	$203K	Buy	+1,861	New	+$192K	0.08%	215
2025 Q1	–	Sell	-2,100	Closed	-$241K	–	182
2024 Q4	$241K	Buy	+2,100	New	+$251K	0.09%	179

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Investor's Fiduciary Advisor Network's IJR Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 37% in Q1 2026, selling an estimated $368K and leaving 4,884 shares worth $607K. The position accounts for 0.19% of the portfolio, ranked #136.

Investor's Fiduciary Advisor Network first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $935K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Investor's Fiduciary Advisor Network held 4,884 shares of iShares Core S&P Small-Cap ETF worth $607K as of Q1 2026.
Investor's Fiduciary Advisor Network sold 2,897 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $368K.
iShares Core S&P Small-Cap ETF made up 0.19% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #136 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Investor's Fiduciary Advisor Network's iShares Core S&P Small-Cap ETF position peaked at $935K in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.