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

BOS Asset 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	$315K	Hold	2,315	–	–	0.07%	154
2026 Q2	$343K	Hold	2,315	–	–	0.08%	147
2026 Q1	$288K	Hold	2,315	–	–	0.07%	160
2025 Q4	$278K	Hold	2,315	–	–	0.07%	157
2025 Q3	$275K	Buy	+2,315	New	+$266K	0.08%	152
2024 Q4	–	Sell	-1,715	Closed	-$201K	–	171
2024 Q3	$201K	Buy	+1,715	New	+$194K	0.07%	164

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

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

BOS Asset Management's IJR Position: Q3 2026 in Review

BOS Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 2,315 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #154.

BOS Asset Management first reported a position in IJR in Q3 2024 and has held it in 6 quarters since. The position peaked at $343K in Q2 2026. 481 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

BOS Asset Management held 2,315 shares of iShares Core S&P Small-Cap ETF worth $315K as of Q3 2026.
BOS Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of BOS Asset Management's portfolio in Q3 2026, its #154 holding.
BOS Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
BOS Asset Management's iShares Core S&P Small-Cap ETF position peaked at $343K in Q2 2026.
481 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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