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

Financial Enhancement 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	$34M	Buy	248,352 +7,991	+3%	+$1.16M	3.91%	2
2026 Q2	$35.6M	Sell	240,361 -15,082	-6%	-$2.07M	4.25%	2
2026 Q1	$34.6M	Buy	255,443 +5,516	+2%	+$701K	4.28%	2
2025 Q4	$32.5M	Buy	249,927 +853	+0.3%	+$102K	4.23%	2
2025 Q3	$29.7M	Sell	249,074 -62	-0%	-$7.13K	3.99%	2
2025 Q2	$28.1M	Buy	+249,136	New	+$25.8M	4.02%	3
2025 Q1	–	Sell	-195,693	Closed	-$22.2M	–	116
2024 Q4	$22.2M	Buy	+195,693	New	+$23.4M	3.4%	5
2020 Q2	–	Sell	-978	Closed	-$55K	–	273
2020 Q1	$55K	Hold	978	–	–	0.02%	127
2019 Q4	$82K	Hold	978	–	–	0.02%	106
2019 Q3	$76K	Hold	978	–	–	0.02%	105
2019 Q2	$77K	Hold	978	–	–	0.02%	110
2019 Q1	$75K	Buy	+978	New	+$75.1K	0.02%	125

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Financial Enhancement Group's IJR Position: Q3 2026 in Review

Financial Enhancement Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q3 2026, buying an estimated $1.16M and bringing the position to 248,352 shares worth $34M. The position accounts for 3.91% of the portfolio, ranked #2.

Financial Enhancement Group first reported a position in IJR in Q1 2019 and has held it in 12 quarters since. The position peaked at $35.6M in Q2 2026. 384 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Financial Enhancement Group held 248,352 shares of iShares Core S&P Small-Cap ETF worth $34M as of Q3 2026.
Financial Enhancement Group bought 7,991 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.16M.
iShares Core S&P Small-Cap ETF made up 3.91% of Financial Enhancement Group's portfolio in Q3 2026, its #2 holding.
Financial Enhancement Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 12 quarters since.
Financial Enhancement Group's iShares Core S&P Small-Cap ETF position peaked at $35.6M in Q2 2026.
384 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.