FF
IJR icon

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

Fluent 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 		$4.17M Sell
30,645
-368
-1% -$53.3K 1.43% 17
2026
Q2 		$4.6M Buy
31,013
+176
+0.6% +$24.2K 1.64% 13
2026
Q1 		$4.06M Buy
30,837
+133
+0.4% +$16.9K 1.49% 17
2025
Q4 		$3.69M Buy
+30,704
New +$3.67M 1.41% 23

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

Fluent Financial's IJR Position: Q3 2026 in Review

Fluent Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q3 2026, selling an estimated $53.3K and leaving 30,645 shares worth $4.17M. The position accounts for 1.43% of the portfolio, ranked #17.

Fluent Financial first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.6M in Q2 2026. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Fluent Financial held 30,645 shares of iShares Core S&P Small-Cap ETF worth $4.17M as of Q3 2026.
  • Fluent Financial sold 368 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $53.3K.
  • iShares Core S&P Small-Cap ETF made up 1.43% of Fluent Financial's portfolio in Q3 2026, its #17 holding.
  • Fluent Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Fluent Financial's iShares Core S&P Small-Cap ETF position peaked at $4.6M in Q2 2026.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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