Intelligence Driven Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Intelligence Driven Advisers’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	$210K	Sell	1,547 -90	-5%	-$13K	0.04%	130
2026 Q2	$243K	Buy	+1,637	New	+$225K	0.04%	117
2023 Q4	–	Sell	-23,015	Closed	-$2.11M	–	97
2023 Q3	$2.11M	Sell	23,015 -1,811	-7%	-$181K	0.37%	27
2023 Q2	$2.42M	Sell	24,826 -17,303	-41%	-$1.65M	0.42%	28
2023 Q1	$3.97M	Buy	42,129 +4,476	+12%	+$447K	0.71%	28
2022 Q4	$3.65M	Buy	37,653 +8,010	+27%	+$768K	0.67%	28
2022 Q3	$2.72M	Buy	29,643 +2,672	+10%	+$260K	0.55%	41
2022 Q2	$2.49M	Buy	26,971 +3,085	+13%	+$307K	0.49%	44
2022 Q1	$2.5M	Sell	23,886 -7,765	-25%	-$838K	0.46%	43
2021 Q4	$3.36M	Buy	31,651 +22,588	+249%	+$2.57M	0.62%	34
2021 Q3	$1.01M	Sell	9,063 -1,118	-11%	-$123K	0.23%	38
2021 Q2	$1.15M	Buy	+10,181	New	+$1.14M	0.22%	45
2021 Q1	–	Sell	-3,028	Closed	-$278K	–	83
2020 Q4	$278K	Sell	3,028 -93	-3%	-$7.64K	0.06%	83
2020 Q3	$219K	Sell	3,121 -36,397	-92%	-$2.61M	0.05%	73
2020 Q2	$2.7M	Buy	39,518 +1,666	+4%	+$105K	0.95%	27
2020 Q1	$2.12M	Buy	37,852 +1,746	+5%	+$130K	0.98%	26
2019 Q4	$3.03M	Buy	36,106 +785	+2%	+$63.2K	1.37%	18
2019 Q3	$2.75M	Buy	35,321 +4,632	+15%	+$359K	1.3%	19
2019 Q2	$2.4M	Buy	+30,689	New	+$2.38M	1.14%	24

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Intelligence Driven Advisers's IJR Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.5% in Q3 2026, selling an estimated $13K and leaving 1,547 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #130.

Intelligence Driven Advisers first reported a position in IJR in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.97M in Q1 2023. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Intelligence Driven Advisers held 1,547 shares of iShares Core S&P Small-Cap ETF worth $210K as of Q3 2026.
Intelligence Driven Advisers sold 90 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $13K.
iShares Core S&P Small-Cap ETF made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #130 holding.
Intelligence Driven Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 19 quarters since.
Intelligence Driven Advisers's iShares Core S&P Small-Cap ETF position peaked at $3.97M in Q1 2023.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.