Enzi Wealth
IJR icon

Enzi Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Enzi Wealth’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 		$7.01M Sell
50,974
-33
-0.1% -$4.78K 2.1% 10
2026
Q2 		$7.42M Sell
51,007
-3,217
-6% -$441K 2.35% 10
2026
Q1 		$6.74M Sell
54,224
-4,576
-8% -$581K 2.34% 10
2025
Q4 		$7.48M Sell
58,800
-119,859
-67% -$14.3M 2.64% 10
2025
Q3 		$21M Sell
178,659
-1,542
-0.9% -$177K 7.4% 4
2025
Q2 		$20.3M Sell
180,201
-94
-0.1% -$9.7K 7.45% 4
2025
Q1 		$18M Buy
180,295
+16,358
+10% +$1.85M 7.29% 4
2024
Q4 		$19.5M Buy
163,937
+2,640
+2% +$315K 7.43% 4
2024
Q3 		$18.9M Buy
161,297
+4,768
+3% +$539K 7.38% 4
2024
Q2 		$16.5M Buy
156,529
+1,308
+0.8% +$140K 7.27% 4
2024
Q1 		$16.1M Sell
155,221
-7,278
-4% -$773K 7.55% 5
2023
Q4 		$16.9M Sell
162,499
-8,996
-5% -$867K 8.12% 4
2023
Q3 		$15.6M Buy
171,495
+9,040
+6% +$903K 8.3% 4
2023
Q2 		$16.6M Buy
162,455
+9,727
+6% +$926K 8.45% 3
2023
Q1 		$14.6M Buy
152,728
+23,545
+18% +$2.35M 7.51% 5
2022
Q4 		$13M Buy
129,183
+12,530
+11% +$1.2M 6.22% 6
2022
Q3 		$11.8M Buy
+116,653
New +$11.3M 5.77% 6

Other funds holding IJR

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Enzi Wealth's IJR Position: Q3 2026 in Review

Enzi Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.06% in Q3 2026, selling an estimated $4.78K and leaving 50,974 shares worth $7.01M. The position accounts for 2.1% of the portfolio, ranked #10.

Enzi Wealth first reported a position in IJR in Q3 2022 and has held it in 17 quarters since. The position peaked at $21M in Q3 2025. 1,319 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Enzi Wealth held 50,974 shares of iShares Core S&P Small-Cap ETF worth $7.01M as of Q3 2026.
  • Enzi Wealth sold 33 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.78K.
  • iShares Core S&P Small-Cap ETF made up 2.1% of Enzi Wealth's portfolio in Q3 2026, its #10 holding.
  • Enzi Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's iShares Core S&P Small-Cap ETF position peaked at $21M in Q3 2025.
  • 1,319 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.