Boyd Wealth Management
IJR icon

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

Boyd 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 		$14.8M Buy
108,797
+7,605
+8% +$1.1M 5.18% 7
2026
Q2 		$15M Buy
101,192
+60,581
+149% +$8.31M 5.68% 8
2026
Q1 		$5.05M Sell
40,611
-65,821
-62% -$8.36M 2.13% 12
2025
Q4 		$12.8M Buy
106,432
+66,083
+164% +$7.9M 5.42% 7
2025
Q3 		$4.79M Buy
40,349
+1,530
+4% +$176K 2.06% 12
2025
Q2 		$4.24M Sell
38,819
-846
-2% -$87.5K 1.84% 12
2025
Q1 		$4.15M Buy
39,665
+1,396
+4% +$158K 2.07% 10
2024
Q4 		$4.41M Sell
38,269
-2,327
-6% -$278K 2.17% 11
2024
Q3 		$4.75M Sell
40,596
-13,230
-25% -$1.49M 2.41% 12
2024
Q2 		$5.74M Buy
53,826
+2,080
+4% +$223K 3.17% 11
2024
Q1 		$5.72M Sell
51,746
-43,553
-46% -$4.62M 3.27% 9
2023
Q4 		$10.3M Buy
95,299
+25,273
+36% +$2.44M 6.41% 5
2023
Q3 		$6.61M Buy
70,026
+29,560
+73% +$2.95M 4.44% 7
2023
Q2 		$4.03M Sell
40,466
-82,526
-67% -$7.86M 2.45% 13
2023
Q1 		$11.9M Buy
122,992
+77,357
+170% +$7.73M 8.26% 5
2022
Q4 		$4.32M Sell
45,635
-26,021
-36% -$2.5M 3.17% 10
2022
Q3 		$6.25M Buy
71,656
+34,553
+93% +$3.36M 5% 8
2022
Q2 		$3.43M Sell
37,103
-2,034
-5% -$202K 2.8% 10
2022
Q1 		$4.22M Buy
39,137
+8,431
+27% +$910K 3.16% 10
2021
Q4 		$3.52M Buy
+30,706
New +$3.5M 2.55% 12

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Boyd Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.5% in Q3 2026, buying an estimated $1.1M and bringing the position to 108,797 shares worth $14.8M. The position accounts for 5.18% of the portfolio, ranked #7.

Boyd Wealth Management first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $15M in Q2 2026. 888 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Boyd Wealth Management held 108,797 shares of iShares Core S&P Small-Cap ETF worth $14.8M as of Q3 2026.
  • Boyd Wealth Management bought 7,605 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.1M.
  • iShares Core S&P Small-Cap ETF made up 5.18% of Boyd Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Boyd Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Boyd Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $15M in Q2 2026.
  • 888 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.