High Probability Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

High Probability Advisors’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	$672K	Hold	4,937	–	–	0.08%	38
2026 Q2	$732K	Sell	4,937 -39	-0.8%	-$5.35K	0.08%	39
2026 Q1	$619K	Sell	4,976 -755	-13%	-$95.9K	0.08%	39
2025 Q4	$689K	Buy	5,731 +2,177	+61%	+$260K	0.09%	40
2025 Q3	$422K	Sell	3,554 -72	-2%	-$8.28K	0.06%	48
2025 Q2	$396K	Hold	3,626	–	–	0.06%	46
2025 Q1	$379K	Sell	3,626 -83	-2%	-$9.37K	0.06%	44
2024 Q4	$427K	Sell	3,709 -141	-4%	-$16.8K	0.08%	43
2024 Q3	$450K	Sell	3,850 -79	-2%	-$8.92K	0.08%	41
2024 Q2	$419K	Sell	3,929 -1,459	-27%	-$156K	0.08%	40
2024 Q1	$595K	Hold	5,388	–	–	0.11%	36
2023 Q4	$583K	Hold	5,388	–	–	0.12%	35
2023 Q3	$508K	Hold	5,388	–	–	0.11%	35
2023 Q2	$537K	Buy	5,388 +1,710	+46%	+$163K	0.12%	35
2023 Q1	$356K	Hold	3,678	–	–	0.08%	34
2022 Q4	$348K	Hold	3,678	–	–	0.1%	36
2022 Q3	$321K	Hold	3,678	–	–	0.1%	37
2022 Q2	$340K	Hold	3,678	–	–	0.11%	37
2022 Q1	$397K	Hold	3,678	–	–	0.13%	34
2021 Q4	$421K	Hold	3,678	–	–	0.16%	29
2021 Q3	$402K	Hold	3,678	–	–	0.16%	28
2021 Q2	$416K	Buy	3,678 +886	+32%	+$98.8K	0.18%	27
2021 Q1	$303K	Hold	2,792	–	–	0.16%	29
2020 Q4	$257K	Buy	+2,792	New	+$229K	0.16%	29

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

High Probability Advisors's IJR Position: Q3 2026 in Review

High Probability Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 4,937 shares worth $672K. The position accounts for 0.08% of the portfolio, ranked #38.

High Probability Advisors first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $732K in Q2 2026. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

High Probability Advisors held 4,937 shares of iShares Core S&P Small-Cap ETF worth $672K as of Q3 2026.
High Probability Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of High Probability Advisors's portfolio in Q3 2026, its #38 holding.
High Probability Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
High Probability Advisors's iShares Core S&P Small-Cap ETF position peaked at $732K in Q2 2026.
664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.