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

Jacobs & Co’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	$249K	Hold	1,836	–	–	0.02%	118
2026 Q2	$272K	Hold	1,836	–	–	0.02%	117
2026 Q1	$228K	Hold	1,836	–	–	0.02%	118
2025 Q4	$220K	Hold	1,836	–	–	0.02%	121
2025 Q3	$218K	Hold	1,836	–	–	0.02%	121
2025 Q2	$200K	Buy	+1,836	New	+$190K	0.02%	122
2025 Q1	–	Sell	-1,836	Closed	-$211K	–	125
2024 Q4	$211K	Hold	1,836	–	–	0.02%	123
2024 Q3	$214K	Buy	+1,836	New	+$207K	0.02%	124
2024 Q2	–	Sell	-1,836	Closed	-$202K	–	122
2024 Q1	$202K	Buy	+1,836	New	+$195K	0.02%	124
2022 Q1	–	Sell	-1,836	Closed	-$210K	–	127
2021 Q4	$210K	Buy	1,836 +4	+0.2%	+$456	0.02%	119
2021 Q3	$200K	Buy	+1,832	New	+$202K	0.02%	117

Other funds holding IJR

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

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 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

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jacobs & Co's IJR Position: Q3 2026 in Review

Jacobs & Co held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 1,836 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #118.

Jacobs & Co first reported a position in IJR in Q3 2021 and has held it in 11 quarters since. The position peaked at $272K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Jacobs & Co held 1,836 shares of iShares Core S&P Small-Cap ETF worth $249K as of Q3 2026.
Jacobs & Co left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of Jacobs & Co's portfolio in Q3 2026, its #118 holding.
Jacobs & Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
Jacobs & Co's iShares Core S&P Small-Cap ETF position peaked at $272K in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.