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

Financial Synergies Wealth Advisors’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	$302K	Buy	+2,221	New	+$321K	0.02%	109
2024 Q2	–	Sell	-358	Closed	-$39.6K	–	245
2024 Q1	$39.6K	Sell	358 -21	-6%	-$2.23K	0.01%	145
2023 Q4	$35.9K	Sell	379 -3	-0.8%	-$289	0.01%	105
2023 Q3	$36K	Buy	382 +1	+0.3%	+$100	0.01%	136
2023 Q2	$38K	Buy	381 +2	+0.5%	+$190	0.01%	123
2023 Q1	$36.6K	Hold	379	–	–	0.01%	129
2022 Q4	$35.9K	Buy	379 +250	+194%	+$24K	0.01%	105
2022 Q3	$11.2K	Hold	129	–	–	﹤0.01%	155
2022 Q2	$11.9K	Buy	+129	New	+$12.8K	﹤0.01%	159

Other funds holding IJR

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

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

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

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

Financial Synergies Wealth Advisors's IJR Position: Q3 2026 in Review

Financial Synergies Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 2,221 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings. This is a return to the name: Financial Synergies Wealth Advisors previously reported a position in IJR as recently as Q1 2024.

Financial Synergies Wealth Advisors first reported a position in IJR in Q2 2022 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Financial Synergies Wealth Advisors held 2,221 shares of iShares Core S&P Small-Cap ETF worth $302K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Financial Synergies Wealth Advisors position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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