Aspect Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aspect Partners’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	$2.63M	Sell	19,323 -503	-3%	-$72.8K	0.99%	21
2026 Q2	$2.94M	Sell	19,826 -42,810	-68%	-$5.88M	1.1%	18
2026 Q1	$7.79M	Buy	62,636 +4,691	+8%	+$596K	3.18%	10
2025 Q4	$6.96M	Buy	57,945 +6,400	+12%	+$765K	3.05%	10
2025 Q3	$6.13M	Buy	51,545 +2,395	+5%	+$275K	2.78%	11
2025 Q2	$5.37M	Buy	49,150 +3,305	+7%	+$342K	2.65%	10
2025 Q1	$4.79M	Buy	45,845 +2,194	+5%	+$248K	2.74%	12
2024 Q4	$5.03M	Sell	43,651 -356	-0.8%	-$42.5K	2.9%	8
2024 Q3	$5.15M	Buy	44,007 +625	+1%	+$70.6K	2.89%	10
2024 Q2	$4.63M	Buy	43,382 +3,579	+9%	+$383K	2.75%	9
2024 Q1	$4.4M	Buy	39,803 +4,747	+14%	+$504K	3.47%	8
2023 Q4	$3.79M	Buy	+35,056	New	+$3.38M	2.45%	11

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Aspect Partners's IJR Position: Q3 2026 in Review

Aspect Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q3 2026, selling an estimated $72.8K and leaving 19,323 shares worth $2.63M. The position accounts for 0.99% of the portfolio, ranked #21.

Aspect Partners first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.79M in Q1 2026. 1,105 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Aspect Partners held 19,323 shares of iShares Core S&P Small-Cap ETF worth $2.63M as of Q3 2026.
Aspect Partners sold 503 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $72.8K.
iShares Core S&P Small-Cap ETF made up 0.99% of Aspect Partners's portfolio in Q3 2026, its #21 holding.
Aspect Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Core S&P Small-Cap ETF position peaked at $7.79M in Q1 2026.
1,105 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.