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Apeiron RIA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Apeiron RIA’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 		$221K Sell
1,613
-30
-2% -$4.34K 0.05% 130
2026
Q2 		$244K Buy
1,643
+29
+2% +$3.98K 0.06% 149
2026
Q1 		$201K Sell
1,614
-41
-2% -$5.21K 0.05% 200
2025
Q4 		$212K Buy
+1,655
New +$198K 0.04% 202
2025
Q1 		– Sell
-2,241
Closed -$258K – 211
2024
Q4 		$258K Buy
2,241
+341
+18% +$40.7K 0.07% 179
2024
Q3 		$222K Sell
1,900
-33
-2% -$3.73K 0.06% 193
2024
Q2 		$206K Buy
1,933
+11
+0.6% +$1.18K 0.06% 201
2024
Q1 		$212K Sell
1,922
-53
-3% -$5.63K 0.06% 202
2023
Q4 		$214K Buy
+1,975
New +$190K 0.07% 193
2023
Q2 		– Sell
-2,912
Closed -$282K – 198
2023
Q1 		$282K Sell
2,912
-19,489
-87% -$1.95M 0.1% 162
2022
Q4 		$2.12M Sell
22,401
-1,869
-8% -$179K 0.81% 27
2022
Q3 		$2.18M Buy
+24,270
New +$2.36M 1% 22
2022
Q2 		– Sell
-5,813
Closed -$610K – 169
2022
Q1 		$610K Sell
5,813
-13,709
-70% -$1.48M 0.29% 68
2021
Q4 		$2.23M Buy
+19,522
New +$2.22M 0.92% 25

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FFA
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
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
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apeiron RIA's IJR Position: Q3 2026 in Review

Apeiron RIA reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q3 2026, selling an estimated $4.34K and leaving 1,613 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #130.

Apeiron RIA first reported a position in IJR in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.23M in Q4 2021. 373 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Apeiron RIA held 1,613 shares of iShares Core S&P Small-Cap ETF worth $221K as of Q3 2026.
  • Apeiron RIA sold 30 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.34K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Apeiron RIA's portfolio in Q3 2026, its #130 holding.
  • Apeiron RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Apeiron RIA's iShares Core S&P Small-Cap ETF position peaked at $2.23M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.