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

Heritage Wealth Architects’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 		$349K Hold
2,519
– – 0.14% 51
2026
Q2 		$365K Hold
2,519
– – 0.15% 59
2026
Q1 		$346K Buy
2,519
+1
+0% +$127 0.14% 61
2025
Q4 		$323K Buy
+2,518
New +$301K 0.15% 62

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

Heritage Wealth Architects's IJR Position: Q3 2026 in Review

Heritage Wealth Architects held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 2,519 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #51.

Heritage Wealth Architects first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $365K in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Heritage Wealth Architects held 2,519 shares of iShares Core S&P Small-Cap ETF worth $349K as of Q3 2026.
  • Heritage Wealth Architects left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Heritage Wealth Architects's portfolio in Q3 2026, its #51 holding.
  • Heritage Wealth Architects first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's iShares Core S&P Small-Cap ETF position peaked at $365K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.