Strengthening Families & Communities LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Strengthening Families & Communities LLC’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	$122K	Buy	823 +3	+0.4%	+$412	0.03%	159
2026 Q1	$102K	Buy	+820	New	+$104K	0.03%	169
2025 Q4	–	Sell	-815	Closed	-$96.9K	–	546
2025 Q3	$96.9K	Buy	+815	New	+$93.7K	0.02%	209
2024 Q4	–	Sell	-799	Closed	-$93.4K	–	437
2024 Q3	$93.4K	Buy	799 +4	+0.5%	+$452	0.02%	192
2024 Q2	$85K	Buy	+795	New	+$85.1K	0.02%	205
2023 Q4	–	Sell	-784	Closed	-$74K	–	289
2023 Q3	$74K	Hold	784	–	–	0.03%	170
2023 Q2	$78K	Sell	784 -2	-0.3%	-$190	0.03%	180
2023 Q1	$76	Sell	786 -54	-6%	-$5.4K	﹤0.01%	156
2022 Q4	$79K	Buy	840 +4	+0.5%	+$384	0.05%	138
2022 Q3	$72K	Sell	836 -327	-28%	-$31.8K	0.04%	203
2022 Q2	$125K	Hold	1,163	–	–	0.08%	135
2022 Q1	$125K	Buy	1,163 +334	+40%	+$36K	0.08%	135
2021 Q4	$640	Buy	+829	New	+$94.5K	0.15%	78

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

Strengthening Families & Communities LLC's IJR Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.37% in Q2 2026, buying an estimated $412 and bringing the position to 823 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #159.

Strengthening Families & Communities LLC first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. The position peaked at $125K in Q2 2022. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Strengthening Families & Communities LLC held 823 shares of iShares Core S&P Small-Cap ETF worth $122K as of Q2 2026.
Strengthening Families & Communities LLC bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $412.
iShares Core S&P Small-Cap ETF made up 0.03% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #159 holding.
Strengthening Families & Communities LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Strengthening Families & Communities LLC's iShares Core S&P Small-Cap ETF position peaked at $125K in Q2 2022.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.