Inlight Wealth Management
IJR icon

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

Inlight Wealth Management’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 		$27.4M Buy
227,883
+12,708
+6% +$1.84M 7.84% 3
2026
Q2 		$28M Buy
215,175
+14,729
+7% +$2.02M 8.91% 2
2026
Q1 		$21.7M Buy
200,446
+25,152
+14% +$3.2M 8.02% 4
2025
Q4 		$17.9M Buy
175,294
+34,307
+24% +$4.1M 6.56% 5
2025
Q3 		$13.7M Buy
140,987
+6,093
+5% +$701K 6.41% 5
2025
Q2 		$11.9M Buy
134,894
+11,524
+9% +$1.19M 6.15% 4
2025
Q1 		$10.2M Buy
123,370
+5,668
+5% +$640K 6.3% 4
2024
Q4 		$10.6M Buy
+117,702
New +$14.1M 6.94% 3

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Inlight Wealth Management's IJR Position: Q3 2026 in Review

Inlight Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.9% in Q3 2026, buying an estimated $1.84M and bringing the position to 227,883 shares worth $27.4M. The position accounts for 7.84% of the portfolio, ranked #3.

Inlight Wealth Management first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $28M in Q2 2026. 2,418 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Inlight Wealth Management held 227,883 shares of iShares Core S&P Small-Cap ETF worth $27.4M as of Q3 2026.
  • Inlight Wealth Management bought 12,708 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.84M.
  • iShares Core S&P Small-Cap ETF made up 7.84% of Inlight Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Inlight Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Inlight Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $28M in Q2 2026.
  • 2,418 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.