Human Investing
IJR icon

Human Investing’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Human Investing’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 		$20.9M Buy
153,773
+179
+0.1% +$25.9K 2.66% 11
2026
Q2 		$22.8M Buy
153,594
+2,725
+2% +$374K 2.95% 9
2026
Q1 		$18.8M Sell
150,869
-17,154
-10% -$2.18M 2.73% 11
2025
Q4 		$20.2M Buy
168,023
+7,432
+5% +$889K 2.85% 10
2025
Q3 		$19.1M Buy
160,591
+7,659
+5% +$881K 2.82% 10
2025
Q2 		$16.7M Buy
152,932
+9,107
+6% +$941K 2.63% 11
2025
Q1 		$15M Buy
143,825
+6,687
+5% +$755K 2.65% 12
2024
Q4 		$15.8M Buy
137,138
+3,924
+3% +$469K 2.8% 9
2024
Q3 		$15.6M Buy
133,214
+844
+0.6% +$95.4K 2.82% 10
2024
Q2 		$14.1M Buy
132,370
+7,828
+6% +$838K 2.74% 10
2024
Q1 		$13.8M Buy
124,542
+2,118
+2% +$225K 2.76% 10
2023
Q4 		$13.3M Buy
122,424
+1,242
+1% +$120K 2.86% 10
2023
Q3 		$11.4M Buy
121,182
+2,050
+2% +$205K 2.66% 11
2023
Q2 		$11.9M Buy
119,132
+7,475
+7% +$712K 2.71% 10
2023
Q1 		$10.8M Buy
111,657
+12,273
+12% +$1.23M 2.62% 11
2022
Q4 		$9.41M Sell
99,384
-3,140
-3% -$301K 2.39% 11
2022
Q3 		$8.94M Buy
102,524
+2,956
+3% +$287K 2.28% 11
2022
Q2 		$9.2M Buy
99,568
+3,322
+3% +$330K 2.22% 13
2022
Q1 		$10.4M Sell
96,246
-731
-0.8% -$78.9K 2.3% 11
2021
Q4 		$11.1M Sell
96,977
-3,032
-3% -$346K 2.65% 10
2021
Q3 		$10.9M Buy
100,009
+4,647
+5% +$512K 2.58% 10
2021
Q2 		$10.8M Buy
95,362
+4,601
+5% +$513K 2.62% 8
2021
Q1 		$9.8M Sell
90,761
-1,631
-2% -$171K 2.51% 7
2020
Q4 		$8.49M Buy
92,392
+11,879
+15% +$976K 2.4% 7
2020
Q3 		$5.65M Sell
80,513
-65,720
-45% -$4.71M 1.86% 10
2020
Q2 		$10M Buy
146,233
+8,222
+6% +$519K 3.53% 6
2020
Q1 		$7.74M Buy
138,011
+19,289
+16% +$1.44M 3.35% 6
2019
Q4 		$10M Buy
118,722
+6,159
+5% +$496K 3.25% 5
2019
Q3 		$8.76M Buy
112,563
+14,948
+15% +$1.16M 3.1% 5
2019
Q2 		$7.64M Buy
97,615
+6,392
+7% +$496K 2.79% 5
2019
Q1 		$7.04M Buy
91,223
+10,850
+13% +$833K 2.63% 6
2018
Q4 		$5.57M Buy
+80,373
New +$6.21M 2.32% 7

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

Human Investing's IJR Position: Q3 2026 in Review

Human Investing increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q3 2026, buying an estimated $25.9K and bringing the position to 153,773 shares worth $20.9M. The position accounts for 2.66% of the portfolio, ranked #11.

Human Investing first reported a position in IJR in Q4 2018 and has held it in 32 quarters since. The position peaked at $22.8M in Q2 2026. 1,420 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Human Investing held 153,773 shares of iShares Core S&P Small-Cap ETF worth $20.9M as of Q3 2026.
  • Human Investing bought 179 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $25.9K.
  • iShares Core S&P Small-Cap ETF made up 2.66% of Human Investing's portfolio in Q3 2026, its #11 holding.
  • Human Investing first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Human Investing's iShares Core S&P Small-Cap ETF position peaked at $22.8M in Q2 2026.
  • 1,420 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.