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

Holos Integrated Wealth’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	$65.3K	Buy	481 +23	+5%	+$3.33K	0.03%	147
2026 Q2	$66.6K	Hold	458	–	–	0.03%	143
2026 Q1	$57.9K	Hold	458	–	–	0.03%	148
2025 Q4	$55.6K	Buy	458 +38	+9%	+$4.54K	0.03%	116
2025 Q3	$48K	Hold	420	–	–	0.03%	118
2025 Q2	$46.6K	Sell	420 -168	-29%	-$17.4K	0.03%	115
2025 Q1	$61.5K	Hold	588	–	–	0.04%	103
2024 Q4	$67.7K	Buy	+588	New	+$70.2K	0.05%	96

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Holos Integrated Wealth's IJR Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5% in Q3 2026, buying an estimated $3.33K and bringing the position to 481 shares worth $65.3K. The position accounts for 0.03% of the portfolio, ranked #147.

Holos Integrated Wealth first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $67.7K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Holos Integrated Wealth held 481 shares of iShares Core S&P Small-Cap ETF worth $65.3K as of Q3 2026.
Holos Integrated Wealth bought 23 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $3.33K.
iShares Core S&P Small-Cap ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #147 holding.
Holos Integrated Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares Core S&P Small-Cap ETF position peaked at $67.7K in Q4 2024.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.