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

ETF Store’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	$1.49M	Buy	10,966 +1,969	+22%	+$285K	1.23%	22
2026 Q2	$1.33M	Buy	8,997 +2,019	+29%	+$277K	1.12%	24
2026 Q1	$867K	Buy	6,978 +992	+17%	+$126K	0.84%	26
2025 Q4	$719K	Sell	5,986 -329	-5%	-$39.3K	0.73%	28
2025 Q3	$750K	Buy	6,315 +446	+8%	+$51.3K	0.8%	27
2025 Q2	$641K	Sell	5,869 -190	-3%	-$19.6K	0.74%	28
2025 Q1	$634K	Buy	6,059 +829	+16%	+$93.5K	0.78%	27
2024 Q4	$603K	Buy	5,230 +367	+8%	+$43.8K	0.75%	30
2024 Q3	$569K	Sell	4,863 -236	-5%	-$26.7K	0.59%	35
2024 Q2	$544K	Sell	5,099 -17,872	-78%	-$1.91M	0.56%	35
2024 Q1	$2.54M	Sell	22,971 -20,311	-47%	-$2.16M	1.45%	16
2023 Q4	$4.69M	Buy	43,282 +803	+2%	+$77.4K	3.03%	7
2023 Q3	$3.91M	Buy	42,479 +578	+1%	+$57.7K	2.8%	10
2023 Q2	$4.34M	Buy	41,901 +2,648	+7%	+$252K	3.04%	7
2023 Q1	$3.63M	Sell	39,253 -637	-2%	-$63.7K	2.77%	11
2022 Q4	$4.13M	Buy	39,890 +199	+0.5%	+$19.1K	3.18%	10
2022 Q3	$3.46M	Buy	39,691 +233	+0.6%	+$22.6K	3.02%	12
2022 Q2	$3.68M	Sell	39,458 -781	-2%	-$77.7K	3%	11
2022 Q1	$4.03M	Buy	40,239 +1,326	+3%	+$143K	3.17%	11
2021 Q4	$4.22M	Buy	+38,913	New	+$4.43M	3.18%	12

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

ETF Store's IJR Position: Q3 2026 in Review

ETF Store increased its iShares Core S&P Small-Cap ETF (IJR) stake by 22% in Q3 2026, buying an estimated $285K and bringing the position to 10,966 shares worth $1.49M. The position accounts for 1.23% of the portfolio, ranked #22.

ETF Store first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.69M in Q4 2023. 1,352 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

ETF Store held 10,966 shares of iShares Core S&P Small-Cap ETF worth $1.49M as of Q3 2026.
ETF Store bought 1,969 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $285K.
iShares Core S&P Small-Cap ETF made up 1.23% of ETF Store's portfolio in Q3 2026, its #22 holding.
ETF Store first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
ETF Store's iShares Core S&P Small-Cap ETF position peaked at $4.69M in Q4 2023.
1,352 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.