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

InvesTrust’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	$747K	Sell	5,489 -21	-0.4%	-$3.04K	0.3%	73
2026 Q2	$817K	Sell	5,510 -70	-1%	-$9.6K	0.31%	74
2026 Q1	$694K	Hold	5,580	–	–	0.29%	75
2025 Q4	$671K	Sell	5,580 -24	-0.4%	-$2.87K	0.26%	74
2025 Q3	$666K	Sell	5,604 -7	-0.1%	-$805	0.24%	74
2025 Q2	$613K	Buy	5,611 +230	+4%	+$23.8K	0.24%	75
2025 Q1	$563K	Hold	5,381	–	–	0.15%	73
2024 Q4	$619K	Buy	+5,381	New	+$643K	0.17%	73

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

InvesTrust's IJR Position: Q3 2026 in Review

InvesTrust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.38% in Q3 2026, selling an estimated $3.04K and leaving 5,489 shares worth $747K. The position accounts for 0.3% of the portfolio, ranked #73.

InvesTrust first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $817K in Q2 2026. 1,495 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

InvesTrust held 5,489 shares of iShares Core S&P Small-Cap ETF worth $747K as of Q3 2026.
InvesTrust sold 21 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $3.04K.
iShares Core S&P Small-Cap ETF made up 0.3% of InvesTrust's portfolio in Q3 2026, its #73 holding.
InvesTrust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares Core S&P Small-Cap ETF position peaked at $817K in Q2 2026.
1,495 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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