Granite FO LLC
IJR icon

Granite FO LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Granite FO LLC’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 		$4.49M Sell
33,020
-190
-0.6% -$27.5K 2.41% 9
2026
Q2 		$4.93M Buy
33,210
+640
+2% +$87.8K 2.6% 8
2026
Q1 		$4.05M Buy
32,570
+915
+3% +$116K 2.4% 9
2025
Q4 		$3.8M Buy
31,655
+3,025
+11% +$362K 2.03% 11
2025
Q3 		$3.4M Buy
28,630
+595
+2% +$68.4K 1.85% 11
2025
Q2 		$3.06M Buy
28,035
+3,305
+13% +$342K 1.74% 13
2025
Q1 		$2.59M Buy
24,730
+1,580
+7% +$178K 1.47% 13
2024
Q4 		$2.67M Buy
23,150
+155
+0.7% +$18.5K 1.52% 13
2024
Q3 		$2.69M Buy
22,995
+1,185
+5% +$134K 1.52% 13
2024
Q2 		$2.33M Sell
21,810
-1,185
-5% -$127K 1.49% 12
2024
Q1 		$2.65M Buy
22,995
+14,555
+172% +$1.55M 1.56% 12
2023
Q4 		$914K Hold
8,440
– – 0.61% 24
2023
Q3 		$796K Hold
8,440
– – 0.56% 24
2023
Q2 		$841K Hold
8,440
– – 0.58% 25
2023
Q1 		$793K Hold
8,440
– – 0.49% 31
2022
Q4 		$860K Buy
+8,440
New +$810K 0.66% 21

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Granite FO LLC's IJR Position: Q3 2026 in Review

Granite FO LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q3 2026, selling an estimated $27.5K and leaving 33,020 shares worth $4.49M. The position accounts for 2.41% of the portfolio, ranked #9.

Granite FO LLC first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.93M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Granite FO LLC held 33,020 shares of iShares Core S&P Small-Cap ETF worth $4.49M as of Q3 2026.
  • Granite FO LLC sold 190 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $27.5K.
  • iShares Core S&P Small-Cap ETF made up 2.41% of Granite FO LLC's portfolio in Q3 2026, its #9 holding.
  • Granite FO LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Granite FO LLC's iShares Core S&P Small-Cap ETF position peaked at $4.93M in Q2 2026.
  • 1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.