Heffernan Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heffernan Advisory’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	$230K	Buy	+1,689	New	+$244K	0.15%	51

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Heffernan Advisory's IJR Position: Q3 2026 in Review

Heffernan Advisory opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 1,689 shares worth $230K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings.

1,868 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Heffernan Advisory held 1,689 shares of iShares Core S&P Small-Cap ETF worth $230K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Heffernan Advisory position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.15% of Heffernan Advisory's portfolio in Q3 2026, its #51 holding.
1,868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.