First Command Advisory Services, Inc. IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1727336
As of Sep 30, 2026, First Command Advisory Services, Inc. reported 6.80M IJR (shares), valued at $925.46M, or 5.02% of its reported non-derivative portfolio. Filed Nov 5, 2026.
Verify history & sources →Shares increased 2.94%; reported value decreased 5.57%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 5.02% | 6,802,882 | SEC filing ↗Filed Nov 5, 2026 |
| Q2 2026 | 5.83% | 6,608,310 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 5.45% | 6,512,927 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 5.42% | 6,469,879 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.53% | 6,415,966 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 8.63% | 9,171,730 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 8.98% | 8,958,512 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 9.62% | 8,803,036 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 9.88% | 8,751,423 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 9.61% | 8,681,654 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 9.97% | 8,597,327 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 12.07% | 9,530,808 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 12.07% | 9,530,808 | $1.03B | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 9.97% | 8,597,327 | $950.74M | Shares decreased 9.79%; reported value decreased 7.86%, and weight changed -2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 9.61% | 8,681,654 | $926.21M | Shares increased 0.98%; reported value decreased 2.58%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 9.88% | 8,751,423 | $1.02B | Shares increased 0.80%; reported value increased 10.51%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 9.62% | 8,803,036 | $1.01B | Shares increased 0.59%; reported value decreased 0.91%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 8.98% | 8,958,512 | $936.92M | Shares increased 1.77%; reported value decreased 7.63%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 8.63% | 9,171,730 | $1.00B | Shares increased 2.38%; reported value increased 6.99%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 5.53% | 6,415,966 | $762.41M | Shares decreased 30.05%; reported value decreased 23.94%, and weight changed -3.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 5.42% | 6,469,879 | $777.55M | Shares increased 0.84%; reported value increased 1.99%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 5.45% | 6,512,927 | $809.62M | Shares increased 0.67%; reported value increased 4.12%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 5.83% | 6,608,310 | $980.08M | Shares increased 1.46%; reported value increased 21.05%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
| Q3 2026 | 5.02% | 6,802,882 | $925.46M | Shares increased 2.94%; reported value decreased 5.57%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2026 |
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