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

Aaron Wealth 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	$2.22M	Buy	16,346 +4,852	+42%	+$702K	0.11%	113
2026 Q2	$1.7M	Buy	11,494 +778	+7%	+$107K	0.09%	150
2026 Q1	$1.33M	Sell	10,716 -3,003	-22%	-$382K	0.08%	165
2025 Q4	$1.65M	Buy	13,719 +31	+0.2%	+$3.71K	0.09%	155
2025 Q3	$1.63M	Buy	13,688 +23	+0.2%	+$2.65K	0.1%	147
2025 Q2	$1.49M	Sell	13,665 -894	-6%	-$92.4K	0.15%	89
2025 Q1	$1.52M	Sell	14,559 -1,598	-10%	-$180K	0.17%	82
2024 Q4	$1.86M	Buy	16,157 +2,615	+19%	+$312K	0.22%	67
2024 Q3	$1.58M	Buy	13,542 +28	+0.2%	+$3.16K	0.19%	75
2024 Q2	$1.44M	Sell	13,514 -579	-4%	-$61.9K	0.2%	68
2024 Q1	$1.56M	Sell	14,093 -1,298	-8%	-$138K	0.22%	66
2023 Q4	$1.67M	Sell	15,391 -3,947	-20%	-$380K	0.28%	50
2023 Q3	$1.82M	Buy	19,338 +9,776	+102%	+$977K	0.24%	61
2023 Q2	$953K	Buy	9,562 +11	+0.1%	+$1.05K	0.12%	98
2023 Q1	$924K	Sell	9,551 -1,479	-13%	-$148K	0.13%	95
2022 Q4	$1.04M	Buy	11,030 +3,610	+49%	+$346K	0.15%	92
2022 Q3	$647K	Buy	+7,420	New	+$721K	0.12%	96
2022 Q2	–	Sell	-99	Closed	-$10.7K	–	496
2022 Q1	$10.7K	Buy	+99	New	+$10.7K	﹤0.01%	786

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

BIAS

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

AIM

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

CWM

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

BSB

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

Aaron Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 42% in Q3 2026, buying an estimated $702K and bringing the position to 16,346 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #113.

Aaron Wealth Advisors first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 412 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Aaron Wealth Advisors held 16,346 shares of iShares Core S&P Small-Cap ETF worth $2.22M as of Q3 2026.
Aaron Wealth Advisors bought 4,852 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $702K.
iShares Core S&P Small-Cap ETF made up 0.11% of Aaron Wealth Advisors's portfolio in Q3 2026, its #113 holding.
Aaron Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
412 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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