Rudd Co d/b/a Styre Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$4.45M	Buy	+32,730	New	+$4.74M	4.34%	1

Other funds holding IJR

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

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

Rudd Co d/b/a Styre Wealth's IJR Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 32,730 shares worth $4.45M. The stake represents 4.34% of the portfolio and ranks #1 among its holdings.

1,347 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 32,730 shares of iShares Core S&P Small-Cap ETF worth $4.45M as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 4.34% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #1 holding.
1,347 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.