4Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

4Wealth Advisors’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	$976K	Buy	7,129 +3,832	+116%	+$555K	0.68%	42
2026 Q2	$486K	Buy	3,297 +126	+4%	+$17.3K	0.37%	81
2026 Q1	$383K	Buy	3,171 +332	+12%	+$42.2K	0.33%	96
2025 Q4	$341K	Buy	2,839 +42	+2%	+$5.02K	0.29%	112
2025 Q3	$332K	Buy	2,797 +635	+29%	+$73K	0.3%	104
2025 Q2	$236K	Buy	+2,162	New	+$223K	0.24%	118

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

4Wealth Advisors's IJR Position: Q3 2026 in Review

4Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 116% in Q3 2026, buying an estimated $555K and bringing the position to 7,129 shares worth $976K. The position accounts for 0.68% of the portfolio, ranked #42.

4Wealth Advisors first reported a position in IJR in Q2 2025 and has held it in 6 quarters since. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

4Wealth Advisors held 7,129 shares of iShares Core S&P Small-Cap ETF worth $976K as of Q3 2026.
4Wealth Advisors bought 3,832 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $555K.
iShares Core S&P Small-Cap ETF made up 0.68% of 4Wealth Advisors's portfolio in Q3 2026, its #42 holding.
4Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.