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

BostonPremier 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	$9.17M	Buy	67,402 +2,330	+4%	+$337K	3.74%	7
2026 Q2	$9.7M	Buy	65,072 +1,949	+3%	+$267K	4.1%	6
2026 Q1	$7.85M	Buy	63,123 +1,668	+3%	+$212K	4.05%	7
2025 Q4	$7.39M	Sell	61,455 -11,598	-16%	-$1.39M	3.78%	7
2025 Q3	$8.68M	Buy	73,053 +2,755	+4%	+$317K	4.31%	6
2025 Q2	$7.68M	Buy	70,298 +815	+1%	+$84.2K	4.26%	6
2025 Q1	$7.27M	Sell	69,483 -110	-0.2%	-$12.4K	4.51%	6
2024 Q4	$8.02M	Buy	+69,593	New	+$8.31M	4.86%	6

Other funds holding IJR

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

BostonPremier Wealth's IJR Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q3 2026, buying an estimated $337K and bringing the position to 67,402 shares worth $9.17M. The position accounts for 3.74% of the portfolio, ranked #7.

BostonPremier Wealth first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q2 2026. 1,246 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

BostonPremier Wealth held 67,402 shares of iShares Core S&P Small-Cap ETF worth $9.17M as of Q3 2026.
BostonPremier Wealth bought 2,330 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $337K.
iShares Core S&P Small-Cap ETF made up 3.74% of BostonPremier Wealth's portfolio in Q3 2026, its #7 holding.
BostonPremier Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's iShares Core S&P Small-Cap ETF position peaked at $9.7M in Q2 2026.
1,246 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.