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

Arbor 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	$430K	Hold	3,164	–	–	0.27%	47
2026 Q2	$469K	Hold	3,164	–	–	0.29%	43
2026 Q1	$393K	Hold	3,164	–	–	0.28%	45
2025 Q4	$380K	Hold	3,164	–	–	0.27%	47
2025 Q3	$376K	Hold	3,164	–	–	0.28%	45
2025 Q2	$346K	Hold	3,164	–	–	0.28%	43
2025 Q1	$331K	Hold	3,164	–	–	0.3%	42
2024 Q4	$365K	Sell	3,164 -660	-17%	-$78.9K	0.32%	41
2024 Q3	$447K	Hold	3,824	–	–	0.4%	33
2024 Q2	$408K	Hold	3,824	–	–	0.4%	34
2024 Q1	$423K	Sell	3,824 -470	-11%	-$49.9K	0.4%	35
2023 Q4	$465K	Buy	+4,294	New	+$414K	0.48%	31

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Arbor Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 3,164 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #47.

Arbor Wealth Advisors first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $469K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Arbor Wealth Advisors held 3,164 shares of iShares Core S&P Small-Cap ETF worth $430K as of Q3 2026.
Arbor Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.27% of Arbor Wealth Advisors's portfolio in Q3 2026, its #47 holding.
Arbor Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $469K in Q2 2026.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.