IJR — ISHARES TR CORE S&P SMALL-CAP ETF

Ownership history in First Command Advisory Services, Inc.  ·  31 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES TR CORE S&P SMALL-CAP ETF (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
21.35% (2019 Q4)
Avg. % of fund
11.34%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,469,879 +53,913 +0.8% 5.42% $777.5M $119.99
2025 Q3 REDUCED 6,415,966 -2,755,764 -30.0% 5.53% $762.4M $118.09
2025 Q2 ADDED 9,171,730 +213,218 +2.4% 8.63% $1.00B $108.21
2025 Q1 ADDED 8,958,512 +155,476 +1.8% 8.98% $936.9M $103.16
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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