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

Fairman Group’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	$261K	Buy	1,922 +5	+0.3%	+$724	0.19%	55
2026 Q2	$284K	Buy	1,917 +323	+20%	+$44.3K	0.22%	52
2026 Q1	$198K	Buy	1,594 +3	+0.2%	+$381	0.17%	59
2025 Q4	$191K	Sell	1,591 -205	-11%	-$24.5K	0.15%	58
2025 Q3	$213K	Buy	1,796 +6	+0.3%	+$690	0.17%	55
2025 Q2	$196K	Sell	1,790 -499	-22%	-$51.6K	0.16%	54
2025 Q1	$289K	Sell	2,289 -220	-9%	-$24.8K	0.27%	43
2024 Q4	$289K	Buy	2,509 +21	+0.8%	+$2.51K	0.24%	45
2024 Q3	$291K	Sell	2,488 -130	-5%	-$14.7K	0.26%	48
2024 Q2	$279K	Buy	2,618 +168	+7%	+$18K	0.28%	45
2024 Q1	$271K	Sell	2,450 -28	-1%	-$2.97K	0.26%	39
2023 Q4	$268K	Buy	+2,478	New	+$239K	0.26%	38

Other funds holding IJR

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Fairman Group's IJR Position: Q3 2026 in Review

Fairman Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.26% in Q3 2026, buying an estimated $724 and bringing the position to 1,922 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #55.

Fairman Group first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $291K in Q3 2024. 1,684 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Fairman Group held 1,922 shares of iShares Core S&P Small-Cap ETF worth $261K as of Q3 2026.
Fairman Group bought 5 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $724.
iShares Core S&P Small-Cap ETF made up 0.19% of Fairman Group's portfolio in Q3 2026, its #55 holding.
Fairman Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Fairman Group's iShares Core S&P Small-Cap ETF position peaked at $291K in Q3 2024.
1,684 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.