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

Curtis 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 		$335K Sell
2,459
-157
-6% -$22.7K 0.06% 106
2026
Q2 		$388K Hold
2,616
– – 0.08% 98
2026
Q1 		$325K Hold
2,616
– – 0.07% 106
2025
Q4 		$314K Hold
2,616
– – 0.07% 101
2025
Q3 		$311K Sell
2,616
-25
-0.9% -$2.88K 0.07% 93
2025
Q2 		$289K Hold
2,641
– – 0.07% 91
2025
Q1 		$276K Sell
2,641
-33
-1% -$3.72K 0.08% 90
2024
Q4 		$308K Sell
2,674
-194
-7% -$23.2K 0.08% 83
2024
Q3 		$335K Hold
2,868
– – 0.1% 78
2024
Q2 		$306K Buy
2,868
+18
+0.6% +$1.93K 0.11% 74
2024
Q1 		$315K Sell
2,850
-45
-2% -$4.78K 0.12% 74
2023
Q4 		$313K Buy
2,895
+55
+2% +$5.3K 0.14% 74
2023
Q3 		$268K Hold
2,840
– – 0.09% 72
2023
Q2 		$283K Hold
2,840
– – 0.09% 71
2023
Q1 		$275K Hold
2,840
– – 0.1% 75
2022
Q4 		$269K Buy
2,840
+83
+3% +$7.96K 0.11% 70
2022
Q3 		$240K Hold
2,757
– – 0.1% 77
2022
Q2 		$255K Sell
2,757
-36
-1% -$3.58K 0.1% 79
2022
Q1 		$301K Hold
2,793
– – 0.1% 69
2021
Q4 		$320K Hold
2,793
– – 0.11% 68
2021
Q3 		$305K Buy
2,793
+86
+3% +$9.47K 0.11% 61
2021
Q2 		$306K Hold
2,707
– – 0.13% 59
2021
Q1 		$294K Hold
2,707
– – 0.13% 58
2020
Q4 		$249K Buy
+2,707
New +$222K 0.12% 59

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Curtis Advisory Group's IJR Position: Q3 2026 in Review

Curtis Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q3 2026, selling an estimated $22.7K and leaving 2,459 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #106.

Curtis Advisory Group first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $388K in Q2 2026. 1,975 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Curtis Advisory Group held 2,459 shares of iShares Core S&P Small-Cap ETF worth $335K as of Q3 2026.
  • Curtis Advisory Group sold 157 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $22.7K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Curtis Advisory Group's portfolio in Q3 2026, its #106 holding.
  • Curtis Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Curtis Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $388K in Q2 2026.
  • 1,975 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.