AWE
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Avidian Wealth Enterprises’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Avidian Wealth Enterprises’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 		$40.8K Hold
300
– – ﹤0.01% 746
2026
Q2 		$44.5K Buy
+300
New +$41.2K ﹤0.01% 733

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

Avidian Wealth Enterprises's IJR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q3 2026, buying an estimated $2.9M and bringing the position to 198,626 shares worth $27M. The position accounts for 0.75% of the portfolio, ranked #25.

Avidian Wealth Enterprises first reported a position in IJR in Q3 2019 and has held it in 28 quarters since. The position peaked at $37M in Q4 2025. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Avidian Wealth Enterprises held 198,626 shares of iShares Core S&P Small-Cap ETF worth $27M as of Q3 2026.
  • Avidian Wealth Enterprises bought 20,060 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $2.9M.
  • iShares Core S&P Small-Cap ETF made up 0.75% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #25 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's iShares Core S&P Small-Cap ETF position peaked at $37M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.