Commonwealth Financial Services
IJR icon

Commonwealth Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Commonwealth Financial Services’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 		$871K Buy
6,401
+151
+2% +$21.9K 0.16% 93
2026
Q2 		$927K Sell
6,250
-380
-6% -$52.1K 0.12% 107
2026
Q1 		$824K Buy
6,630
+15
+0.2% +$1.91K 0.13% 91
2025
Q4 		$795K Buy
6,615
+2
+0% +$239 0.13% 90
2025
Q3 		$786K Sell
6,613
-280
-4% -$32.2K 0.13% 87
2025
Q2 		$753K Sell
6,893
-715
-9% -$73.9K 0.15% 86
2025
Q1 		$796K Buy
7,608
+1,215
+19% +$137K 0.16% 84
2024
Q4 		$737K Buy
6,393
+85
+1% +$10.2K 0.14% 85
2024
Q3 		$728K Buy
6,308
+52
+0.8% +$5.88K 0.14% 84
2024
Q2 		$665K Sell
6,256
-42
-0.7% -$4.49K 0.14% 87
2024
Q1 		$682K Hold
6,298
– – 0.16% 79
2023
Q4 		$682K Sell
6,298
-6
-0.1% -$578 0.16% 79
2023
Q3 		$595K Buy
+6,304
New +$630K 0.18% 85
2017
Q1 		$137K Sell
2,042
-430
-17% -$29.7K 0.15% 65
2016
Q4 		$168K Sell
2,472
-1,992
-45% -$128K 0.17% 60
2016
Q3 		$277K Hold
4,464
– – 0.26% 48
2016
Q2 		$259K Hold
4,464
– – 0.31% 39
2016
Q1 		$251K Sell
4,464
-1,050
-19% -$54.8K 0.37% 30
2015
Q4 		$304K Sell
5,514
-680,282
-99% -$38.3M 1.03% 32
2015
Q3 		$36.5M Buy
685,796
+113,334
+20% +$6.43M 42.63% 1
2015
Q2 		$33.7M Sell
572,462
-22,786
-4% -$1.35M 36.57% 1
2015
Q1 		$35.1M Buy
595,248
+591,578
+16,119% +$33.9M 30.89% 1
2014
Q4 		$209K Buy
+3,670
New +$200K 0.19% 47

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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 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
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

Commonwealth Financial Services's IJR Position: Q3 2026 in Review

Commonwealth Financial Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q3 2026, buying an estimated $21.9K and bringing the position to 6,401 shares worth $871K. The position accounts for 0.16% of the portfolio, ranked #93.

Commonwealth Financial Services first reported a position in IJR in Q4 2014 and has held it in 23 quarters since. The position peaked at $36.5M in Q3 2015. 1,105 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Commonwealth Financial Services held 6,401 shares of iShares Core S&P Small-Cap ETF worth $871K as of Q3 2026.
  • Commonwealth Financial Services bought 151 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $21.9K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Commonwealth Financial Services's portfolio in Q3 2026, its #93 holding.
  • Commonwealth Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's iShares Core S&P Small-Cap ETF position peaked at $36.5M in Q3 2015.
  • 1,105 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.