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

Base 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	$312K	Buy	+2,291	New	+$332K	0.14%	54

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Base Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 2,291 shares worth $312K. The stake represents 0.14% of the portfolio and ranks #54 among its holdings.

929 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Base Wealth Management held 2,291 shares of iShares Core S&P Small-Cap ETF worth $312K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Base Wealth Management position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.14% of Base Wealth Management's portfolio in Q3 2026, its #54 holding.
929 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.