Client 1st Advisory Group
IJR icon

Client 1st Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Client 1st Advisory Group’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 		$986K Sell
7,246
-117
-2% -$16.9K 0.25% 51
2026
Q2 		$1.09M Buy
7,363
+478
+7% +$65.6K 0.28% 49
2026
Q1 		$856K Buy
6,885
+2,267
+49% +$288K 0.26% 48
2025
Q4 		$555K Buy
4,618
+680
+17% +$81.3K 0.17% 68
2025
Q3 		$468K Sell
3,938
-36
-0.9% -$4.14K 0.15% 73
2025
Q2 		$434K Buy
3,974
+195
+5% +$20.2K 0.16% 71
2025
Q1 		$395K Buy
3,779
+19
+0.5% +$2.14K 0.15% 73
2024
Q4 		$433K Sell
3,760
-303
-7% -$36.2K 0.17% 70
2024
Q3 		$475K Sell
4,063
-423
-9% -$47.8K 0.19% 66
2024
Q2 		$478K Sell
4,486
-1,093
-20% -$117K 0.21% 65
2024
Q1 		$617K Sell
5,579
-1,449
-21% -$154K 0.28% 46
2023
Q4 		$761K Sell
7,028
-723
-9% -$69.7K 0.37% 38
2023
Q3 		$731K Sell
7,751
-2,833
-27% -$283K 0.39% 38
2023
Q2 		$1.05M Sell
10,584
-2,802
-21% -$267K 0.56% 33
2023
Q1 		$1.29M Buy
13,386
+3,001
+29% +$300K 0.7% 27
2022
Q4 		$983K Buy
10,385
+6,364
+158% +$610K 0.57% 27
2022
Q3 		$351K Buy
+4,021
New +$391K 0.22% 55

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
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
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Client 1st Advisory Group's IJR Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q3 2026, selling an estimated $16.9K and leaving 7,246 shares worth $986K. The position accounts for 0.25% of the portfolio, ranked #51.

Client 1st Advisory Group first reported a position in IJR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q1 2023. 790 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Client 1st Advisory Group held 7,246 shares of iShares Core S&P Small-Cap ETF worth $986K as of Q3 2026.
  • Client 1st Advisory Group sold 117 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $16.9K.
  • iShares Core S&P Small-Cap ETF made up 0.25% of Client 1st Advisory Group's portfolio in Q3 2026, its #51 holding.
  • Client 1st Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Client 1st Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $1.29M in Q1 2023.
  • 790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.