Flagship Wealth Advisors
IJR icon

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

Flagship 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 		$89.8K Hold
660
– – 0.02% 210
2026
Q2 		$97.9K Buy
660
+25
+4% +$3.43K 0.02% 206
2026
Q1 		$69.4K Hold
635
– – 0.03% 168
2025
Q4 		$76.3K Hold
635
– – 0.02% 186
2025
Q3 		$75.5K Hold
635
– – 0.02% 187
2025
Q2 		$69.4K Hold
635
– – 0.03% 180
2025
Q1 		$66.4K Sell
635
-38
-6% -$4.29K 0.03% 180
2024
Q4 		$77.5K Buy
+673
New +$80.4K 0.05% 157

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Flagship Wealth Advisors's IJR Position: Q3 2026 in Review

Flagship Wealth Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 660 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #210.

Flagship Wealth Advisors first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $97.9K in Q2 2026. 1,975 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Flagship Wealth Advisors held 660 shares of iShares Core S&P Small-Cap ETF worth $89.8K as of Q3 2026.
  • Flagship Wealth Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #210 holding.
  • Flagship Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Flagship Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $97.9K in Q2 2026.
  • 1,975 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.