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

Avaii 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	$291K	Sell	2,101 -319	-13%	-$46.2K	0.08%	141
2026 Q2	$359K	Sell	2,420 -722	-23%	-$99.1K	0.11%	122
2026 Q1	$391K	Sell	3,142 -270	-8%	-$34.3K	0.14%	93
2025 Q4	$410K	Sell	3,412 -42	-1%	-$5.02K	0.15%	87
2025 Q3	$410K	Buy	3,454 +180	+5%	+$20.7K	0.16%	88
2025 Q2	$358K	Buy	3,274 +183	+6%	+$18.9K	0.16%	83
2025 Q1	$323K	Buy	3,091 +480	+18%	+$54.2K	0.17%	82
2024 Q4	$301K	Buy	+2,611	New	+$312K	0.15%	92

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Avaii Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q3 2026, selling an estimated $46.2K and leaving 2,101 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #141.

Avaii Wealth Management first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $410K in Q3 2025. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Avaii Wealth Management held 2,101 shares of iShares Core S&P Small-Cap ETF worth $291K as of Q3 2026.
Avaii Wealth Management sold 319 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $46.2K.
iShares Core S&P Small-Cap ETF made up 0.08% of Avaii Wealth Management's portfolio in Q3 2026, its #141 holding.
Avaii Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Avaii Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $410K in Q3 2025.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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