STACKSTONE WEALTH, LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

STACKSTONE WEALTH, 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 Q3	$213K	Buy	+1,567	New	+$227K	0.02%	318

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IJR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 1,567 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings.

679 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,567 shares of iShares Core S&P Small-Cap ETF worth $213K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #318 holding.
679 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.