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

Farrell 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 		$217K Buy
1,594
+4
+0.3% +$579 0.12% 76
2026
Q2 		$236K Buy
+1,590
New +$218K 0.13% 75

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farrell Financial's IJR Position: Q3 2026 in Review

Farrell Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.25% in Q3 2026, buying an estimated $579 and bringing the position to 1,594 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #76.

Farrell Financial first reported a position in IJR in Q2 2026 and has held it in 2 quarters since. The position peaked at $236K in Q2 2026. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Farrell Financial held 1,594 shares of iShares Core S&P Small-Cap ETF worth $217K as of Q3 2026.
  • Farrell Financial bought 4 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $579.
  • iShares Core S&P Small-Cap ETF made up 0.12% of Farrell Financial's portfolio in Q3 2026, its #76 holding.
  • Farrell Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Farrell Financial's iShares Core S&P Small-Cap ETF position peaked at $236K in Q2 2026.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.