Clune & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clune & Associates’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	$28.1M	Buy	206,496 +2,430	+1%	+$352K	4.29%	3
2026 Q2	$30.3M	Buy	204,066 +78,846	+63%	+$10.8M	4.58%	3
2026 Q1	$15.6M	Buy	125,220 +62,865	+101%	+$7.99M	2.93%	8
2025 Q4	$7.49M	Buy	62,355 +11,550	+23%	+$1.38M	1.62%	16
2025 Q3	$6.04M	Buy	50,805 +693	+1%	+$79.7K	1.51%	19
2025 Q2	$5.48M	Buy	50,112 +8,849	+21%	+$915K	1.5%	19
2025 Q1	$4.31M	Buy	41,263 +7,176	+21%	+$810K	1.33%	20
2024 Q4	$3.93M	Buy	+34,087	New	+$4.07M	1.3%	21

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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

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

Clune & Associates's IJR Position: Q3 2026 in Review

Clune & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q3 2026, buying an estimated $352K and bringing the position to 206,496 shares worth $28.1M. The position accounts for 4.29% of the portfolio, ranked #3.

Clune & Associates first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.3M in Q2 2026. 839 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Clune & Associates held 206,496 shares of iShares Core S&P Small-Cap ETF worth $28.1M as of Q3 2026.
Clune & Associates bought 2,430 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $352K.
iShares Core S&P Small-Cap ETF made up 4.29% of Clune & Associates's portfolio in Q3 2026, its #3 holding.
Clune & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Core S&P Small-Cap ETF position peaked at $30.3M in Q2 2026.
839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.