Emerald Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Emerald Advisors’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	$1.38M	Sell	10,162 -107	-1%	-$15.5K	0.18%	47
2026 Q2	$1.52M	Sell	10,269 -4,111	-29%	-$564K	0.19%	40
2026 Q1	$1.79M	Sell	14,380 -11,599	-45%	-$1.47M	0.22%	26
2025 Q4	$3.12M	Sell	25,979 -12,654	-33%	-$1.51M	0.42%	15
2025 Q3	$4.59M	Buy	38,633 +2,765	+8%	+$318K	0.61%	11
2025 Q2	$3.92M	Buy	35,868 +2,005	+6%	+$207K	0.5%	12
2025 Q1	$3.54M	Buy	33,863 +2,602	+8%	+$294K	0.47%	12
2024 Q4	$3.6M	Buy	31,261 +903	+3%	+$108K	0.5%	12
2024 Q3	$3.59M	Buy	30,358 +1,113	+4%	+$126K	0.52%	11
2024 Q2	$3.12M	Buy	29,245 +834	+3%	+$89.2K	0.47%	12
2024 Q1	$3.14M	Buy	28,411 +939	+3%	+$100K	0.56%	12
2023 Q4	$2.97M	Buy	27,472 +2,604	+10%	+$251K	0.57%	11
2023 Q3	$2.35M	Buy	24,868 +964	+4%	+$96.3K	0.54%	12
2023 Q2	$2.38M	Buy	23,904 +1,481	+7%	+$141K	0.57%	12
2023 Q1	$2.17M	Sell	22,423 -1,979	-8%	-$198K	0.56%	13
2022 Q4	$2.31M	Sell	24,402 -3,849	-14%	-$369K	0.64%	11
2022 Q3	$2.46M	Buy	28,251 +5,526	+24%	+$537K	0.72%	11
2022 Q2	$2.1M	Buy	22,725 +3,844	+20%	+$382K	0.59%	14
2022 Q1	$2.04M	Sell	18,881 -5,173	-22%	-$558K	0.48%	15
2021 Q4	$2.75M	Buy	24,054 +2,182	+10%	+$249K	0.66%	12
2021 Q3	$2.39M	Buy	21,872 +2,155	+11%	+$237K	0.68%	12
2021 Q2	$2.23M	Buy	19,717 +4,782	+32%	+$533K	0.7%	14
2021 Q1	$1.62M	Buy	14,935 +10,246	+219%	+$1.07M	0.59%	19
2020 Q4	$431K	Sell	4,689 -16,914	-78%	-$1.39M	0.15%	49
2020 Q3	$1.52M	Buy	21,603 +616	+3%	+$44.1K	0.58%	21
2020 Q2	$1.43M	Buy	20,987 +1,406	+7%	+$88.8K	0.63%	18
2020 Q1	$1.24M	Buy	19,581 +12,073	+161%	+$899K	0.56%	18
2019 Q4	$619K	Buy	+7,508	New	+$604K	0.59%	23

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

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

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Emerald Advisors's IJR Position: Q3 2026 in Review

Emerald Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q3 2026, selling an estimated $15.5K and leaving 10,162 shares worth $1.38M. The position accounts for 0.18% of the portfolio, ranked #47.

Emerald Advisors first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.59M in Q3 2025. 719 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Emerald Advisors held 10,162 shares of iShares Core S&P Small-Cap ETF worth $1.38M as of Q3 2026.
Emerald Advisors sold 107 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $15.5K.
iShares Core S&P Small-Cap ETF made up 0.18% of Emerald Advisors's portfolio in Q3 2026, its #47 holding.
Emerald Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Emerald Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.59M in Q3 2025.
719 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.