Gilman Hill Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gilman Hill Asset Management’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	$690K	Hold	5,075	–	–	0.1%	130
2026 Q2	$753K	Hold	5,075	–	–	0.1%	128
2026 Q1	$631K	Hold	5,075	–	–	0.1%	128
2025 Q4	$610K	Hold	5,075	–	–	0.1%	134
2025 Q3	$603K	Sell	5,075 -2,255	-31%	-$259K	0.09%	132
2025 Q2	$801K	Buy	7,330 +1,759	+32%	+$182K	0.13%	123
2025 Q1	$583K	Sell	5,571 -101	-2%	-$11.4K	0.1%	133
2024 Q4	$654K	Hold	5,672	–	–	0.11%	129
2024 Q3	$663K	Hold	5,672	–	–	0.11%	130
2024 Q2	$605K	Hold	5,672	–	–	0.11%	125
2024 Q1	$627K	Buy	5,672 +100	+2%	+$10.6K	0.11%	128
2023 Q4	$603K	Buy	5,572 +2,790	+100%	+$269K	0.11%	127
2023 Q3	$262K	Sell	2,782 -20	-0.7%	-$2K	0.05%	168
2023 Q2	$279K	Buy	2,802 +516	+23%	+$49.1K	0.05%	173
2023 Q1	$221K	Sell	2,286 -30	-1%	-$3K	0.04%	188
2022 Q4	$219K	Sell	2,316 -79	-3%	-$7.58K	0.05%	198
2022 Q3	$209K	Hold	2,395	–	–	0.05%	202
2022 Q2	$221K	Sell	2,395 -83	-3%	-$8.25K	0.05%	197
2022 Q1	$267K	Buy	2,478 +176	+8%	+$19K	0.06%	180
2021 Q4	$264K	Hold	2,302	–	–	0.06%	187
2021 Q3	$251K	Buy	2,302 +83	+4%	+$9.14K	0.06%	184
2021 Q2	$251K	Buy	2,219 +300	+16%	+$33.5K	0.06%	176
2021 Q1	$208K	Buy	+1,919	New	+$201K	0.06%	176
2014 Q1	–	Sell	-230	Closed	-$13K	–	151
2013 Q4	$13K	Buy	+230	New	+$12K	0.01%	135

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

Gilman Hill Asset Management's IJR Position: Q3 2026 in Review

Gilman Hill Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 5,075 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #130.

Gilman Hill Asset Management first reported a position in IJR in Q4 2013 and has held it in 24 quarters since. The position peaked at $801K in Q2 2025. 464 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Gilman Hill Asset Management held 5,075 shares of iShares Core S&P Small-Cap ETF worth $690K as of Q3 2026.
Gilman Hill Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.1% of Gilman Hill Asset Management's portfolio in Q3 2026, its #130 holding.
Gilman Hill Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 24 quarters since.
Gilman Hill Asset Management's iShares Core S&P Small-Cap ETF position peaked at $801K in Q2 2025.
464 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Gilman Hill Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.