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

Armstrong Advisory 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	$748K	Buy	5,501 +45	+0.8%	+$6.51K	0.05%	111
2026 Q2	$809K	Buy	5,456 +1	+0%	+$137	0.05%	112
2026 Q1	$678K	Sell	5,455 -160	-3%	-$20.3K	0.05%	116
2025 Q4	$675K	Buy	5,615 +3	+0.1%	+$359	0.05%	114
2025 Q3	$667K	Buy	5,612 +1	+0%	+$115	0.05%	110
2025 Q2	$613K	Sell	5,611 -451	-7%	-$46.6K	0.05%	106
2025 Q1	$699K	Hold	6,062	–	–	0.06%	91
2024 Q4	$699K	Buy	6,062 +4	+0.1%	+$478	0.06%	91
2024 Q3	$709K	Sell	6,058 -194	-3%	-$21.9K	0.06%	85
2024 Q2	$667K	Buy	6,252 +466	+8%	+$49.9K	0.06%	86
2024 Q1	$626K	Hold	5,786	–	–	0.06%	78
2023 Q4	$626K	Hold	5,786	–	–	0.06%	78
2023 Q3	$546K	Buy	5,786 +491	+9%	+$49K	0.06%	79
2023 Q2	$528K	Hold	5,295	–	–	0.06%	87
2023 Q1	$512K	Hold	5,295	–	–	0.06%	86
2022 Q4	$501K	Buy	+5,295	New	+$508K	0.07%	91

Other funds holding IJR

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

LPL Financial San Diego, California $468B AUM 17.69% 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

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Armstrong Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.82% in Q3 2026, buying an estimated $6.51K and bringing the position to 5,501 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #111.

Armstrong Advisory Group first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $809K in Q2 2026. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Armstrong Advisory Group held 5,501 shares of iShares Core S&P Small-Cap ETF worth $748K as of Q3 2026.
Armstrong Advisory Group bought 45 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $6.51K.
iShares Core S&P Small-Cap ETF made up 0.05% of Armstrong Advisory Group's portfolio in Q3 2026, its #111 holding.
Armstrong Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $809K in Q2 2026.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.