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

Atticus Wealth Management’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	$3.48M	Buy	25,585 +1,696	+7%	+$245K	0.77%	22
2026 Q2	$3.54M	Sell	23,889 -1,842	-7%	-$253K	0.84%	20
2026 Q1	$3.2M	Sell	25,731 -995	-4%	-$126K	0.87%	20
2025 Q4	$3.21M	Buy	26,726 +24	+0.1%	+$2.87K	0.79%	23
2025 Q3	$3.17M	Buy	26,702 +732	+3%	+$84.2K	0.8%	24
2025 Q2	$2.84M	Buy	25,970 +2,936	+13%	+$303K	0.77%	23
2025 Q1	$2.41M	Buy	23,034 +23,029	+460,580%	+$2.6M	0.79%	22
2024 Q4	$577	Hold	5	–	–	﹤0.01%	498
2024 Q3	$585	Sell	5 -11	-69%	-$1.24K	﹤0.01%	490
2024 Q2	$1.71K	Sell	16 -120	-88%	-$12.8K	﹤0.01%	467
2024 Q1	$15K	Sell	136 -10	-7%	-$1.06K	﹤0.01%	355
2023 Q4	$15.8K	Sell	146 -5	-3%	-$482	0.01%	351
2023 Q3	$14.2K	Buy	151 +113	+297%	+$11.3K	0.01%	366
2023 Q2	$3.79K	Sell	38 -50	-57%	-$4.76K	﹤0.01%	461
2023 Q1	$8.51K	Sell	88 -213	-71%	-$21.3K	﹤0.01%	394
2022 Q4	$28.5K	Sell	301 -21	-7%	-$2.01K	0.01%	299
2022 Q3	$30K	Hold	322	–	–	0.01%	285
2022 Q2	$30K	Hold	322	–	–	0.01%	309
2022 Q1	$35K	Buy	322 +88	+38%	+$9.5K	0.01%	279
2021 Q4	$27K	Hold	234	–	–	0.01%	287
2021 Q3	$26K	Sell	234 -217	-48%	-$23.9K	0.01%	293
2021 Q2	$51K	Buy	451 +1	+0.2%	+$112	0.02%	229
2021 Q1	$49K	Sell	450 -23	-5%	-$2.41K	0.02%	213
2020 Q4	$44K	Buy	473 +257	+119%	+$21.1K	0.02%	223
2020 Q3	$15K	Buy	216 +1	+0.5%	+$72	0.01%	238
2020 Q2	$15K	Buy	215 +2	+0.9%	+$126	0.01%	224
2020 Q1	$12K	Hold	213	–	–	0.01%	221
2019 Q4	$18K	Buy	+213	New	+$17.1K	0.01%	224

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

Atticus Wealth Management's IJR Position: Q3 2026 in Review

Atticus Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.1% in Q3 2026, buying an estimated $245K and bringing the position to 25,585 shares worth $3.48M. The position accounts for 0.77% of the portfolio, ranked #22.

Atticus Wealth Management first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.54M in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Atticus Wealth Management held 25,585 shares of iShares Core S&P Small-Cap ETF worth $3.48M as of Q3 2026.
Atticus Wealth Management bought 1,696 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $245K.
iShares Core S&P Small-Cap ETF made up 0.77% of Atticus Wealth Management's portfolio in Q3 2026, its #22 holding.
Atticus Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Atticus Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.54M in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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