Altus Wealth Group
IJR icon

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

Altus Wealth 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 		$582K Buy
4,276
+527
+14% +$76.3K 0.22% 70
2026
Q2 		$556K Hold
3,749
– – 0.2% 88
2026
Q1 		$466K Sell
3,749
-2
-0.1% -$254 0.19% 86
2025
Q4 		$451K Sell
3,751
-51
-1% -$6.1K 0.18% 90
2025
Q3 		$452K Sell
3,802
-307
-7% -$35.3K 0.19% 92
2025
Q2 		$449K Buy
4,109
+7
+0.2% +$724 0.2% 87
2025
Q1 		$429K Buy
4,102
+28
+0.7% +$3.16K 0.2% 91
2024
Q4 		$469K Buy
4,074
+386
+10% +$46.1K 0.21% 92
2024
Q3 		$431K Sell
3,688
-116
-3% -$13.1K 0.18% 99
2024
Q2 		$406K Buy
3,804
+193
+5% +$20.6K 0.2% 92
2024
Q1 		$399K Sell
3,611
-99
-3% -$10.5K 0.2% 99
2023
Q4 		$402K Sell
3,710
-260
-7% -$25.1K 0.22% 92
2023
Q3 		$374K Buy
3,970
+191
+5% +$19.1K 0.24% 88
2023
Q2 		$377K Sell
3,779
-26
-0.7% -$2.48K 0.23% 92
2023
Q1 		$368K Sell
3,805
-10
-0.3% -$1K 0.25% 91
2022
Q4 		$361K Sell
3,815
-15,500
-80% -$1.49M 0.27% 89
2022
Q3 		$2.11M Hold
19,315
– – 2.1% 11
2022
Q2 		$2.11M Buy
19,315
+15,561
+415% +$1.55M 2.1% 11
2022
Q1 		$405K Sell
3,754
-19,787
-84% -$2.14M 0.33% 65
2021
Q4 		$2.7M Buy
23,541
+4,226
+22% +$482K 2.22% 11
2021
Q3 		$2.11M Sell
19,315
-1,734
-8% -$191K 2.1% 11
2021
Q2 		$2.38M Buy
21,049
+214
+1% +$23.9K 2.32% 10
2021
Q1 		$2.32M Buy
20,835
+629
+3% +$65.8K 2.31% 10
2020
Q4 		$1.86M Buy
+20,206
New +$1.66M 1.78% 12

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Altus Wealth Group's IJR Position: Q3 2026 in Review

Altus Wealth Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q3 2026, buying an estimated $76.3K and bringing the position to 4,276 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #70.

Altus Wealth Group first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.7M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Altus Wealth Group held 4,276 shares of iShares Core S&P Small-Cap ETF worth $582K as of Q3 2026.
  • Altus Wealth Group bought 527 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $76.3K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of Altus Wealth Group's portfolio in Q3 2026, its #70 holding.
  • Altus Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $2.7M in Q4 2021.
  • 1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.