AAF Wealth Management
IJR icon

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

AAF Wealth Management’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 		$1.39M Sell
10,204
-334
-3% -$48.3K 0.5% 20
2026
Q2 		$1.56M Sell
10,538
-582
-5% -$79.9K 0.58% 17
2026
Q1 		$1.38M Sell
11,120
-117
-1% -$14.9K 0.57% 17
2025
Q4 		$1.35M Sell
11,237
-1,095
-9% -$131K 0.57% 18
2025
Q3 		$1.47M Sell
12,332
-698
-5% -$80.3K 0.66% 15
2025
Q2 		$1.42M Sell
13,030
-8,483
-39% -$877K 0.65% 17
2025
Q1 		$2.25M Sell
21,513
-10,550
-33% -$1.19M 1.21% 12
2024
Q4 		$3.69M Sell
32,063
-2,609
-8% -$312K 1.86% 11
2024
Q3 		$4.06M Sell
34,672
-39,224
-53% -$4.43M 2.04% 11
2024
Q2 		$7.88M Buy
73,896
+8,482
+13% +$907K 4.08% 8
2024
Q1 		$7.23M Buy
65,414
+2,390
+4% +$254K 4.07% 8
2023
Q4 		$6.82M Buy
63,024
+2,849
+5% +$275K 3.99% 8
2023
Q3 		$5.68M Buy
60,175
+886
+1% +$88.5K 3.65% 9
2023
Q2 		$5.91M Buy
59,289
+2,322
+4% +$221K 3.64% 9
2023
Q1 		$5.51M Buy
56,967
+1,840
+3% +$184K 3.6% 9
2022
Q4 		$5.22M Buy
55,127
+114
+0.2% +$10.9K 3.7% 9
2022
Q3 		$4.8M Buy
55,013
+2,471
+5% +$240K 3.82% 9
2022
Q2 		$4.86M Buy
52,542
+8
+0% +$796 3.66% 8
2022
Q1 		$5.67M Buy
52,534
+432
+0.8% +$46.6K 3.72% 8
2021
Q4 		$5.97M Buy
52,102
+821
+2% +$93.6K 4.32% 7
2021
Q3 		$5.6M Buy
51,281
+2,225
+5% +$245K 4.25% 7
2021
Q2 		$5.54M Sell
49,056
-1,816
-4% -$203K 4.28% 7
2021
Q1 		$5.52M Sell
50,872
-10,500
-17% -$1.1M 4.69% 7
2020
Q4 		$5.64M Buy
+61,372
New +$5.04M 5.11% 7

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AAF Wealth Management's IJR Position: Q3 2026 in Review

AAF Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q3 2026, selling an estimated $48.3K and leaving 10,204 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #20.

AAF Wealth Management first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.88M in Q2 2024. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • AAF Wealth Management held 10,204 shares of iShares Core S&P Small-Cap ETF worth $1.39M as of Q3 2026.
  • AAF Wealth Management sold 334 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $48.3K.
  • iShares Core S&P Small-Cap ETF made up 0.5% of AAF Wealth Management's portfolio in Q3 2026, its #20 holding.
  • AAF Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.88M in Q2 2024.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.