Galvin Gaustad & Stein’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Galvin Gaustad & Stein’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	$4.07M	Sell	29,918 -28,632	-49%	-$4.14M	0.31%	75
2026 Q2	$8.68M	Buy	58,550 +25,128	+75%	+$3.45M	0.64%	53
2026 Q1	$4.15M	Sell	33,422 -83,582	-71%	-$10.6M	0.33%	69
2025 Q4	$14.1M	Sell	117,004 -5,261	-4%	-$629K	1.1%	39
2025 Q3	$14.5M	Sell	122,265 -29,503	-19%	-$3.39M	1.18%	37
2025 Q2	$16.6M	Sell	151,768 -42,021	-22%	-$4.34M	1.43%	27
2025 Q1	$20.3M	Sell	193,789 -11,643	-6%	-$1.31M	1.81%	18
2024 Q4	$23.7M	Buy	205,432 +8,555	+4%	+$1.02M	2.12%	13
2024 Q3	$23M	Sell	196,877 -3,117	-2%	-$352K	2.05%	14
2024 Q2	$21.3M	Buy	199,994 +1,919	+1%	+$205K	1.98%	18
2024 Q1	$21.9M	Buy	198,075 +43,421	+28%	+$4.61M	2.02%	18
2023 Q4	$16.7M	Sell	154,654 -3,970	-3%	-$383K	1.57%	29
2023 Q3	$15M	Buy	158,624 +1,004	+0.6%	+$100K	1.52%	31
2023 Q2	$15.7M	Sell	157,620 -4,383	-3%	-$417K	1.52%	29
2023 Q1	$15.7M	Sell	162,003 -3,921	-2%	-$392K	1.54%	29
2022 Q4	$15.7M	Buy	165,924 +6,689	+4%	+$642K	1.58%	27
2022 Q3	$13.9M	Buy	159,235 +6,471	+4%	+$629K	1.47%	31
2022 Q2	$14.1M	Buy	152,764 +8,102	+6%	+$806K	1.43%	31
2022 Q1	$15.6M	Buy	144,662 +2,258	+2%	+$244K	1.41%	27
2021 Q4	$16.3M	Sell	142,404 -1,733	-1%	-$198K	1.41%	25
2021 Q3	$15.7M	Sell	144,137 -2,122	-1%	-$234K	1.52%	20
2021 Q2	$16.5M	Sell	146,259 -4,345	-3%	-$485K	1.57%	19
2021 Q1	$16.3M	Sell	150,604 -17,538	-10%	-$1.84M	1.64%	18
2020 Q4	$15.5M	Buy	+168,142	New	+$13.8M	1.62%	20

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

BIAS

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

AIM

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

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

CWM

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

BSB

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Galvin Gaustad & Stein's IJR Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 49% in Q3 2026, selling an estimated $4.14M and leaving 29,918 shares worth $4.07M. The position accounts for 0.31% of the portfolio, ranked #75.

Galvin Gaustad & Stein first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $23.7M in Q4 2024. 498 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Galvin Gaustad & Stein held 29,918 shares of iShares Core S&P Small-Cap ETF worth $4.07M as of Q3 2026.
Galvin Gaustad & Stein sold 28,632 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.14M.
iShares Core S&P Small-Cap ETF made up 0.31% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #75 holding.
Galvin Gaustad & Stein first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Galvin Gaustad & Stein's iShares Core S&P Small-Cap ETF position peaked at $23.7M in Q4 2024.
498 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.