FORM Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
FORM Wealth Advisors's IJR Position: Q3 2026 in Review
FORM Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q3 2026, buying an estimated $1.11M and bringing the position to 210,152 shares worth $28.6M. The position accounts for 3.19% of the portfolio, ranked #9.
FORM Wealth Advisors first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $30M in Q2 2026. 1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.
- FORM Wealth Advisors held 210,152 shares of iShares Core S&P Small-Cap ETF worth $28.6M as of Q3 2026.
- FORM Wealth Advisors bought 7,671 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.11M.
- iShares Core S&P Small-Cap ETF made up 3.19% of FORM Wealth Advisors's portfolio in Q3 2026, its #9 holding.
- FORM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
- FORM Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $30M in Q2 2026.
- 1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.
Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.