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

Integrated Advisors Network’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	$3.88M	Buy	28,552 +312	+1%	+$45.1K	0.18%	124
2026 Q2	$4.19M	Sell	28,240 -78	-0.3%	-$10.7K	0.19%	124
2026 Q1	$3.52M	Sell	28,318 -32,726	-54%	-$4.16M	0.18%	139
2025 Q4	$7.34M	Sell	61,044 -433	-0.7%	-$51.8K	0.32%	69
2025 Q3	$7.31M	Sell	61,477 -512	-0.8%	-$58.9K	0.31%	75
2025 Q2	$6.77M	Sell	61,989 -736	-1%	-$76.1K	0.31%	80
2025 Q1	$6.56M	Sell	62,725 -5,550	-8%	-$626K	0.33%	71
2024 Q4	$7.87M	Buy	68,275 +2,577	+4%	+$308K	0.38%	55
2024 Q3	$7.68M	Buy	65,698 +405	+0.6%	+$45.8K	0.36%	66
2024 Q2	$6.96M	Buy	65,293 +213	+0.3%	+$22.8K	0.36%	66
2024 Q1	$7.19M	Sell	65,080 -40,467	-38%	-$4.3M	0.37%	67
2023 Q4	$11.4M	Buy	105,547 +695	+0.7%	+$67K	0.65%	23
2023 Q3	$9.9M	Sell	104,852 -1,861	-2%	-$186K	0.6%	29
2023 Q2	$10.6M	Buy	106,713 +429	+0.4%	+$40.8K	0.61%	31
2023 Q1	$10.3M	Buy	106,284 +6,018	+6%	+$602K	0.62%	30
2022 Q4	$9.49M	Sell	100,266 -7,251	-7%	-$695K	0.61%	36
2022 Q3	$9.37M	Buy	107,517 +25,507	+31%	+$2.48M	0.64%	34
2022 Q2	$7.58M	Sell	82,010 -226	-0.3%	-$22.5K	0.49%	44
2022 Q1	$8.87M	Buy	82,236 +6,035	+8%	+$651K	0.52%	40
2021 Q4	$8.73M	Sell	76,201 -4,202	-5%	-$479K	0.51%	41
2021 Q3	$8.78M	Buy	80,403 +2,267	+3%	+$250K	0.58%	35
2021 Q2	$8.83M	Buy	78,136 +20,571	+36%	+$2.29M	0.65%	32
2021 Q1	$6.25M	Buy	57,565 +34,713	+152%	+$3.63M	0.57%	38
2020 Q4	$2.1M	Sell	22,852 -1,009	-4%	-$82.9K	0.23%	125
2020 Q3	$1.68M	Buy	23,861 +3,070	+15%	+$220K	0.21%	125
2020 Q2	$1.42M	Buy	20,791 +17,081	+460%	+$1.08M	0.17%	153
2020 Q1	$208K	Sell	3,710 -2,847	-43%	-$212K	0.04%	345
2019 Q4	$550K	Buy	+6,557	New	+$528K	0.07%	234

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

Integrated Advisors Network's IJR Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q3 2026, buying an estimated $45.1K and bringing the position to 28,552 shares worth $3.88M. The position accounts for 0.18% of the portfolio, ranked #124.

Integrated Advisors Network first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Integrated Advisors Network held 28,552 shares of iShares Core S&P Small-Cap ETF worth $3.88M as of Q3 2026.
Integrated Advisors Network bought 312 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $45.1K.
iShares Core S&P Small-Cap ETF made up 0.18% of Integrated Advisors Network's portfolio in Q3 2026, its #124 holding.
Integrated Advisors Network first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's iShares Core S&P Small-Cap ETF position peaked at $11.4M in Q4 2023.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.