3 Factor Indexing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

3 Factor Indexing’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	$207K	Hold	1,395	–	–	0.18%	47
2026 Q1	$173K	Buy	+1,395	New	+$177K	0.16%	54

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

3 Factor Indexing's IJR Position: Q2 2026 in Review

3 Factor Indexing held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,395 shares worth $207K. The position accounts for 0.18% of the portfolio, ranked #47.

3 Factor Indexing first reported a position in IJR in Q1 2026 and has held it in 2 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

3 Factor Indexing held 1,395 shares of iShares Core S&P Small-Cap ETF worth $207K as of Q2 2026.
3 Factor Indexing left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.18% of 3 Factor Indexing's portfolio in Q2 2026, its #47 holding.
3 Factor Indexing first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.