GAMMA Investing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GAMMA Investing’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	$4M	Buy	29,377 +1,632	+6%	+$236K	0.14%	115
2026 Q2	$4.11M	Buy	27,745 +1,507	+6%	+$207K	0.15%	105
2026 Q1	$3.26M	Buy	26,238 +2,397	+10%	+$305K	0.15%	105
2025 Q4	$2.87M	Buy	23,841 +1,770	+8%	+$212K	0.14%	106
2025 Q3	$2.62M	Buy	22,071 +2,098	+11%	+$241K	0.14%	112
2025 Q2	$2.18M	Buy	19,973 +1,284	+7%	+$133K	0.14%	123
2025 Q1	$1.95M	Buy	18,689 +1,041	+6%	+$117K	0.15%	123
2024 Q4	$2.03M	Buy	17,648 +922	+6%	+$110K	0.17%	102
2024 Q3	$1.96M	Buy	16,726 +1,272	+8%	+$144K	0.19%	93
2024 Q2	$1.65M	Buy	15,454 +5,013	+48%	+$536K	0.22%	74
2024 Q1	$1.15M	Buy	10,441 +8,573	+459%	+$910K	0.24%	67
2023 Q4	$194K	Buy	+1,868	New	+$180K	0.05%	312

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

GAMMA Investing's IJR Position: Q3 2026 in Review

GAMMA Investing increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.9% in Q3 2026, buying an estimated $236K and bringing the position to 29,377 shares worth $4M. The position accounts for 0.14% of the portfolio, ranked #115.

GAMMA Investing first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.11M in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

GAMMA Investing held 29,377 shares of iShares Core S&P Small-Cap ETF worth $4M as of Q3 2026.
GAMMA Investing bought 1,632 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $236K.
iShares Core S&P Small-Cap ETF made up 0.14% of GAMMA Investing's portfolio in Q3 2026, its #115 holding.
GAMMA Investing first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's iShares Core S&P Small-Cap ETF position peaked at $4.11M in Q2 2026.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.