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

Byrne 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	$6.58K	Hold	48	–	–	﹤0.01%	493
2026 Q2	$7.12K	Hold	48	–	–	﹤0.01%	464
2026 Q1	$5.97K	Hold	48	–	–	﹤0.01%	472
2025 Q4	$5.77K	Hold	48	–	–	﹤0.01%	469
2025 Q3	$5.7K	Hold	48	–	–	﹤0.01%	462
2025 Q2	$5.25K	Sell	48 -20	-29%	-$2.07K	﹤0.01%	448
2025 Q1	$7.11K	Buy	+68	New	+$7.67K	0.01%	445
2024 Q4	–	Sell	-178	Closed	-$21.3K	–	373
2024 Q3	$20.8K	Hold	178	–	–	0.01%	297
2024 Q2	$18.8K	Hold	178	–	–	0.01%	301
2024 Q1	$19.7K	Sell	178 -14	-7%	-$1.49K	0.01%	299
2023 Q4	$21.1K	Buy	+192	New	+$18.5K	0.02%	279
2023 Q3	–	Sell	-192	Closed	-$19.2K	–	282
2023 Q2	$19K	Hold	192	–	–	0.01%	334
2023 Q1	$19K	Hold	192	–	–	0.01%	316
2022 Q4	$18.2K	Hold	192	–	–	0.01%	328
2022 Q3	$17K	Hold	192	–	–	0.01%	312
2022 Q2	$18K	Hold	192	–	–	0.01%	293
2022 Q1	$21K	Hold	192	–	–	0.01%	304
2021 Q4	$22K	Buy	+192	New	+$21.9K	0.01%	281

Other funds holding IJR

VFA

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

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

BSB

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

SWM

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Byrne Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 48 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Byrne Asset Management first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $22K in Q4 2021. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Byrne Asset Management held 48 shares of iShares Core S&P Small-Cap ETF worth $6.58K as of Q3 2026.
Byrne 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 ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #493 holding.
Byrne Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Byrne Asset Management's iShares Core S&P Small-Cap ETF position peaked at $22K in Q4 2021.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.