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

Dickmeyer Boyce Financial Management’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 		$273K Buy
2,004
+59
+3% +$8.54K 0.14% 113
2026
Q2 		$288K Buy
1,945
+30
+2% +$4.12K 0.15% 111
2026
Q1 		$238K Buy
+1,915
New +$243K 0.14% 110

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IJR Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3% in Q3 2026, buying an estimated $8.54K and bringing the position to 2,004 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #113.

Dickmeyer Boyce Financial Management first reported a position in IJR in Q1 2026 and has held it in 3 quarters since. The position peaked at $288K in Q2 2026. 114 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 2,004 shares of iShares Core S&P Small-Cap ETF worth $273K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 59 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $8.54K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #113 holding.
  • Dickmeyer Boyce Financial Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's iShares Core S&P Small-Cap ETF position peaked at $288K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.