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

Farnam Financial’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	$958K	Buy	7,050 +15	+0.2%	+$2.17K	0.71%	30
2026 Q2	$1.04M	Sell	7,035 -1,557	-18%	-$214K	0.76%	27
2026 Q1	$1.07M	Sell	8,592 -1,115	-11%	-$142K	0.88%	26
2025 Q4	$1.17M	Sell	9,707 -563	-5%	-$67.3K	0.88%	26
2025 Q3	$1.22M	Buy	10,270 +483	+5%	+$55.6K	0.95%	25
2025 Q2	$1.07M	Sell	9,787 -45	-0.5%	-$4.65K	0.96%	27
2025 Q1	$1.03M	Buy	9,832 +482	+5%	+$54.4K	1.04%	26
2024 Q4	$1.08M	Buy	9,350 +53	+0.6%	+$6.33K	1.13%	25
2024 Q3	$1.09M	Buy	+9,297	New	+$1.05M	1.19%	22

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

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

Farnam Financial's IJR Position: Q3 2026 in Review

Farnam Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.21% in Q3 2026, buying an estimated $2.17K and bringing the position to 7,050 shares worth $958K. The position accounts for 0.71% of the portfolio, ranked #30.

Farnam Financial first reported a position in IJR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2025. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Farnam Financial held 7,050 shares of iShares Core S&P Small-Cap ETF worth $958K as of Q3 2026.
Farnam Financial bought 15 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $2.17K.
iShares Core S&P Small-Cap ETF made up 0.71% of Farnam Financial's portfolio in Q3 2026, its #30 holding.
Farnam Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Farnam Financial's iShares Core S&P Small-Cap ETF position peaked at $1.22M in Q3 2025.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.