Flagstar Advisors
IJR icon

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

Flagstar 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 		$9.9M Sell
72,725
-1,003
-1% -$145K 3% 4
2026
Q2 		$10.9M Sell
73,728
-3,189
-4% -$438K 3.3% 3
2026
Q1 		$9.6M Sell
76,917
-9,507
-11% -$1.21M 3.46% 3
2025
Q4 		$10.4M Sell
86,424
-21,524
-20% -$2.57M 3.48% 3
2025
Q3 		$12.8M Sell
107,948
-12,222
-10% -$1.41M 3.93% 3
2025
Q2 		$13.1M Sell
120,170
-22,457
-16% -$2.32M 3.64% 4
2025
Q1 		$14.9M Sell
142,627
-907
-0.6% -$102K 3.81% 3
2024
Q4 		$16.5M Buy
143,534
+1,404
+1% +$168K 4.12% 2
2024
Q3 		$16.6M Buy
142,130
+795
+0.6% +$89.8K 4.21% 2
2024
Q2 		$15.1M Sell
141,335
-6,307
-4% -$675K 4.13% 2
2024
Q1 		$16.3M Buy
147,642
+5,226
+4% +$555K 4.54% 2
2023
Q4 		$15.4M Sell
142,416
-8,690
-6% -$838K 4.88% 2
2023
Q3 		$14.3M Sell
151,106
-12,395
-8% -$1.24M 5.44% 2
2023
Q2 		$16.3M Sell
163,501
-39,150
-19% -$3.73M 6.13% 2
2023
Q1 		$19.6M Sell
202,651
-23,482
-10% -$2.35M 7.12% 2
2022
Q4 		$21.4M Sell
226,133
-1,982
-0.9% -$190K 7.52% 2
2022
Q3 		$19.9M Sell
228,115
-9,622
-4% -$935K 7.47% 2
2022
Q2 		$22M Sell
237,737
-7,221
-3% -$718K 8.12% 2
2022
Q1 		$26.4M Sell
244,958
-7,571
-3% -$817K 8.31% 2
2021
Q4 		$28.9M Sell
252,529
-1,089
-0.4% -$124K 8.87% 2
2021
Q3 		$27.7M Buy
+253,618
New +$27.9M 9.22% 2

Other funds holding IJR

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Flagstar Advisors's IJR Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q3 2026, selling an estimated $145K and leaving 72,725 shares worth $9.9M. The position accounts for 3% of the portfolio, ranked #4.

Flagstar Advisors first reported a position in IJR in Q3 2021 and has held it in 21 quarters since. The position peaked at $28.9M in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Flagstar Advisors held 72,725 shares of iShares Core S&P Small-Cap ETF worth $9.9M as of Q3 2026.
  • Flagstar Advisors sold 1,003 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $145K.
  • iShares Core S&P Small-Cap ETF made up 3% of Flagstar Advisors's portfolio in Q3 2026, its #4 holding.
  • Flagstar Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Core S&P Small-Cap ETF position peaked at $28.9M in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.