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

Acima Private 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	$61.1K	Sell	449 -16	-3%	-$2.31K	0.02%	138
2026 Q2	$69K	Hold	465	–	–	0.02%	136
2026 Q1	$57.8K	Hold	465	–	–	0.02%	136
2025 Q4	$55.9K	Sell	465 -488	-51%	-$58.4K	0.02%	139
2025 Q3	$113K	Hold	953	–	–	0.04%	131
2025 Q2	$104K	Hold	953	–	–	0.04%	132
2025 Q1	$99.7K	Buy	953 +123	+15%	+$13.9K	0.04%	136
2024 Q4	$95.6K	Hold	830	–	–	0.03%	139
2024 Q3	$97.1K	Hold	830	–	–	0.03%	140
2024 Q2	$88.5K	Hold	830	–	–	0.03%	137
2024 Q1	$91.7K	Sell	830 -4,472	-84%	-$475K	0.03%	141
2023 Q4	$574K	Hold	5,302	–	–	0.22%	75
2023 Q3	$500K	Buy	5,302 +4,472	+539%	+$447K	0.22%	85
2023 Q2	$82.7K	Hold	830	–	–	0.04%	156
2023 Q1	$80.3K	Hold	830	–	–	0.04%	156
2022 Q4	$78.6K	Hold	830	–	–	0.04%	145
2022 Q3	$72.4K	Hold	830	–	–	0.04%	146
2022 Q2	$76.7K	Sell	830 -200	-19%	-$19.9K	0.04%	148
2022 Q1	$111K	Sell	1,030 -1,478	-59%	-$159K	0.05%	143
2021 Q4	$287K	Buy	2,508 +1,478	+143%	+$168K	0.12%	115
2021 Q3	$112K	Hold	1,030	–	–	0.05%	142
2021 Q2	$116K	Hold	1,030	–	–	0.05%	140
2021 Q1	$112K	Hold	1,030	–	–	0.06%	139
2020 Q4	$95K	Hold	1,030	–	–	0.05%	138
2020 Q3	$72K	Hold	1,030	–	–	0.04%	144
2020 Q2	$70K	Hold	1,030	–	–	0.05%	151
2020 Q1	$58K	Hold	1,030	–	–	0.04%	156
2019 Q4	$86K	Buy	+1,030	New	+$82.9K	0.06%	167
2019 Q1	–	Sell	-9,174	Closed	-$636K	–	283
2018 Q4	$636K	Buy	+9,174	New	+$709K	0.62%	36

Other funds holding IJR

VFA

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

AIM

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

FFA

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

BSB

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

SWM

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Acima Private Wealth's IJR Position: Q3 2026 in Review

Acima Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q3 2026, selling an estimated $2.31K and leaving 449 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #138.

Acima Private Wealth first reported a position in IJR in Q4 2018 and has held it in 29 quarters since. The position peaked at $636K in Q4 2018. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Acima Private Wealth held 449 shares of iShares Core S&P Small-Cap ETF worth $61.1K as of Q3 2026.
Acima Private Wealth sold 16 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $2.31K.
iShares Core S&P Small-Cap ETF made up 0.02% of Acima Private Wealth's portfolio in Q3 2026, its #138 holding.
Acima Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Acima Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $636K in Q4 2018.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.