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

Infinity Wealth Counsel’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	$303K	Sell	2,224 -158	-7%	-$22.9K	0.24%	53
2026 Q2	$353K	Hold	2,382	–	–	0.29%	53
2026 Q1	$296K	Hold	2,382	–	–	0.27%	52
2025 Q4	$286K	Sell	2,382 -45	-2%	-$5.38K	0.26%	54
2025 Q3	$288K	Sell	2,427 -250	-9%	-$28.8K	0.28%	54
2025 Q2	$293K	Hold	2,677	–	–	0.3%	48
2025 Q1	$280K	Hold	2,677	–	–	0.3%	45
2024 Q4	$308K	Buy	+2,677	New	+$320K	0.33%	47

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

Infinity Wealth Counsel's IJR Position: Q3 2026 in Review

Infinity Wealth Counsel reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q3 2026, selling an estimated $22.9K and leaving 2,224 shares worth $303K. The position accounts for 0.24% of the portfolio, ranked #53.

Infinity Wealth Counsel first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $353K in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Infinity Wealth Counsel held 2,224 shares of iShares Core S&P Small-Cap ETF worth $303K as of Q3 2026.
Infinity Wealth Counsel sold 158 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $22.9K.
iShares Core S&P Small-Cap ETF made up 0.24% of Infinity Wealth Counsel's portfolio in Q3 2026, its #53 holding.
Infinity Wealth Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Infinity Wealth Counsel's iShares Core S&P Small-Cap ETF position peaked at $353K in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.