Gilpin Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Gilpin Wealth 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	$152K	Buy	1,118 +31	+3%	+$4.49K	0.1%	159
2026 Q2	$161K	Buy	1,087 +240	+28%	+$32.9K	0.11%	149
2026 Q1	$105K	Buy	847 +90	+12%	+$11.4K	0.08%	166
2025 Q4	$91K	Buy	+757	New	+$90.5K	0.07%	162

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

Gilpin Wealth Management's IJR Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q3 2026, buying an estimated $4.49K and bringing the position to 1,118 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #159.

Gilpin Wealth Management first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $161K in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Gilpin Wealth Management held 1,118 shares of iShares Core S&P Small-Cap ETF worth $152K as of Q3 2026.
Gilpin Wealth Management bought 31 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.49K.
iShares Core S&P Small-Cap ETF made up 0.1% of Gilpin Wealth Management's portfolio in Q3 2026, its #159 holding.
Gilpin Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $161K in Q2 2026.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.