Advisory Solutions Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisory Solutions Group’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	$242K	Buy	+1,775	New	+$257K	0.05%	249

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

Advisory Solutions Group's IJR Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 1,775 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings.

1,399 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Advisory Solutions Group held 1,775 shares of iShares Core S&P Small-Cap ETF worth $242K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Advisory Solutions Group's portfolio in Q3 2026, its #249 holding.
1,399 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.