Balance Wealth
IJR icon

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

Balance Wealth’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 		$531K Sell
3,905
-1,812
-32% -$262K 0.13% 90
2026
Q2 		$848K Buy
5,717
+202
+4% +$27.7K 0.23% 67
2026
Q1 		$686K Sell
5,515
-2,181
-28% -$277K 0.21% 74
2025
Q4 		$925K Buy
7,696
+354
+5% +$42.3K 0.3% 66
2025
Q3 		$873K Buy
7,342
+350
+5% +$40.3K 0.22% 67
2025
Q2 		$764K Buy
6,992
+33
+0.5% +$3.41K 0.45% 54
2025
Q1 		$728K Buy
+6,959
New +$785K 0.47% 48

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Balance Wealth's IJR Position: Q3 2026 in Review

Balance Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q3 2026, selling an estimated $262K and leaving 3,905 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #90.

Balance Wealth first reported a position in IJR in Q1 2025 and has held it in 7 quarters since. The position peaked at $925K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Balance Wealth held 3,905 shares of iShares Core S&P Small-Cap ETF worth $531K as of Q3 2026.
  • Balance Wealth sold 1,812 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $262K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Balance Wealth's portfolio in Q3 2026, its #90 holding.
  • Balance Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Balance Wealth's iShares Core S&P Small-Cap ETF position peaked at $925K in Q4 2025.
  • 1,420 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.