IFS Advisors
IJR icon

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

IFS 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 		$8.14M Sell
59,847
-840
-1% -$122K 2.45% 12
2026
Q2 		$9M Sell
60,687
-2,579
-4% -$354K 4.31% 10
2026
Q1 		$7.86M Sell
63,266
-1,125
-2% -$143K 4.05% 10
2025
Q4 		$7.74M Sell
64,391
-20,024
-24% -$2.39M 4.02% 10
2025
Q3 		$10M Buy
84,415
+22
+0% +$2.53K 5.87% 8
2025
Q2 		$9.22M Buy
84,393
+27,559
+48% +$2.85M 6.98% 7
2025
Q1 		$5.94M Buy
56,834
+40
+0.1% +$4.51K 4.83% 7
2024
Q4 		$6.54M Sell
56,794
-675
-1% -$80.6K 5.14% 6
2024
Q3 		$6.72M Buy
57,469
+95
+0.2% +$10.7K 5.32% 6
2024
Q2 		$6.12M Sell
57,374
-482
-0.8% -$51.6K 5.16% 6
2024
Q1 		$6.39M Buy
57,856
+323
+0.6% +$34.3K 5.58% 6
2023
Q4 		$6.23M Buy
57,533
+7,113
+14% +$686K 7.4% 5
2023
Q3 		$4.76M Buy
50,420
+49,447
+5,082% +$4.94M 8.87% 5
2023
Q2 		$97K Hold
973
– – 0.24% 12
2023
Q1 		$94.2K Hold
973
– – 0.38% 11
2022
Q4 		$92.2K Hold
973
– – 0.16% 14
2022
Q3 		$84K Buy
+973
New +$94.5K 0.15% 15
2022
Q2 		– Sell
-56
Closed -$6K – 112
2022
Q1 		$6K Sell
56
-56,736
-100% -$6.12M 0.01% 74
2021
Q4 		$6.5M Sell
56,792
-17,519
-24% -$2M 4.57% 8
2021
Q3 		$8.11M Buy
74,311
+5,270
+8% +$580K 5.2% 7
2021
Q2 		$7.8M Buy
69,041
+1,463
+2% +$163K 5.24% 8
2021
Q1 		$7.33M Buy
67,578
+19,193
+40% +$2.01M 5.74% 6
2020
Q4 		$4.45M Buy
+48,385
New +$3.98M 3.4% 8

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

IFS Advisors's IJR Position: Q3 2026 in Review

IFS Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q3 2026, selling an estimated $122K and leaving 59,847 shares worth $8.14M. The position accounts for 2.45% of the portfolio, ranked #12.

IFS Advisors first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $10M in Q3 2025. 2,331 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • IFS Advisors held 59,847 shares of iShares Core S&P Small-Cap ETF worth $8.14M as of Q3 2026.
  • IFS Advisors sold 840 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $122K.
  • iShares Core S&P Small-Cap ETF made up 2.45% of IFS Advisors's portfolio in Q3 2026, its #12 holding.
  • IFS Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • IFS Advisors's iShares Core S&P Small-Cap ETF position peaked at $10M in Q3 2025.
  • 2,331 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.