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Global Wealth Strategies & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Global Wealth Strategies & Associates’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 		$14.3M Buy
105,350
+10
+0% +$1.45K 2.63% 9
2026
Q2 		$15.6M Buy
105,340
+104,417
+11,313% +$14.3M 2.96% 8
2026
Q1 		$115K Buy
923
+283
+44% +$36K 0.03% 106
2025
Q4 		$76.9K Hold
640
– – 0.02% 124
2025
Q3 		$76.1K Sell
640
-50
-7% -$5.75K 0.02% 120
2025
Q2 		$75.4K Sell
690
-578
-46% -$59.7K 0.02% 90
2025
Q1 		$133K Sell
1,268
-30
-2% -$3.38K 0.04% 62
2024
Q4 		$150K Hold
1,298
– – 0.05% 63
2024
Q3 		$152K Buy
1,298
+432
+50% +$48.8K 0.05% 54
2024
Q2 		$92.4K Buy
866
+23
+3% +$2.46K 0.03% 63
2024
Q1 		$93.2K Hold
843
– – 0.04% 62
2023
Q4 		$91.3K Hold
843
– – 0.04% 59
2023
Q3 		$79.5K Hold
843
– – 0.04% 61
2023
Q2 		$84K Hold
843
– – 0.04% 62
2023
Q1 		$81.5K Buy
843
+14
+2% +$1.4K 0.04% 60
2022
Q4 		$78.5K Buy
+829
New +$79.5K 0.05% 63

Other funds holding IJR

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Global Wealth Strategies & Associates's IJR Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.01% in Q3 2026, buying an estimated $1.45K and bringing the position to 105,350 shares worth $14.3M. The position accounts for 2.63% of the portfolio, ranked #9.

Global Wealth Strategies & Associates first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.6M in Q2 2026. 34 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Global Wealth Strategies & Associates held 105,350 shares of iShares Core S&P Small-Cap ETF worth $14.3M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 10 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.45K.
  • iShares Core S&P Small-Cap ETF made up 2.63% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #9 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's iShares Core S&P Small-Cap ETF position peaked at $15.6M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.