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

DecisionPoint Financial’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	$268K	Buy	1,953 +1,607	+464%	+$233K	0.05%	56
2026 Q2	$51K	Hold	346	–	–	0.01%	103
2026 Q1	$43K	Hold	346	–	–	0.01%	97
2025 Q4	$41.6K	Buy	346 +132	+62%	+$15.8K	0.01%	100
2025 Q3	$25.5K	Hold	214	–	–	0.01%	105
2025 Q2	$23.7K	Hold	214	–	–	0.01%	116
2025 Q1	$22.4K	Sell	214 -11	-5%	-$1.24K	0.01%	119
2024 Q4	$25.9K	Hold	225	–	–	0.01%	111
2024 Q3	$26.3K	Hold	225	–	–	0.01%	108
2024 Q2	$26.6K	Hold	225	–	–	0.01%	107
2024 Q1	$23.8K	Hold	225	–	–	0.01%	114
2023 Q4	$24.4K	Buy	225 +168	+295%	+$16.2K	0.01%	100
2023 Q3	$5.38K	Hold	57	–	–	﹤0.01%	153
2023 Q2	$5.68K	Hold	57	–	–	﹤0.01%	134
2023 Q1	$5.51K	Hold	57	–	–	﹤0.01%	132
2022 Q4	$5.4K	Buy	+57	New	+$5.47K	﹤0.01%	113

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

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

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

DecisionPoint Financial's IJR Position: Q3 2026 in Review

DecisionPoint Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 464% in Q3 2026, buying an estimated $233K and bringing the position to 1,953 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #56.

DecisionPoint Financial first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. 1,181 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

DecisionPoint Financial held 1,953 shares of iShares Core S&P Small-Cap ETF worth $268K as of Q3 2026.
DecisionPoint Financial bought 1,607 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $233K.
iShares Core S&P Small-Cap ETF made up 0.05% of DecisionPoint Financial's portfolio in Q3 2026, its #56 holding.
DecisionPoint Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.