JB Capital
IJR icon

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

JB Capital’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 		$939K Sell
6,904
-406
-6% -$58.8K 0.03% 142
2026
Q2 		$1.08M Buy
7,310
+1,601
+28% +$220K 0.04% 140
2026
Q1 		$710K Sell
5,709
-235
-4% -$29.9K 0.03% 157
2025
Q4 		$714K Buy
5,944
+716
+14% +$85.6K 0.03% 159
2025
Q3 		$621K Buy
5,228
+486
+10% +$55.9K 0.03% 162
2025
Q2 		$518K Buy
4,742
+348
+8% +$36K 0.03% 163
2025
Q1 		$459K Sell
4,394
-598
-12% -$67.5K 0.03% 158
2024
Q4 		$575K Buy
4,992
+570
+13% +$68.1K 0.03% 143
2024
Q3 		$517K Buy
4,422
+804
+22% +$90.8K 0.03% 152
2024
Q2 		$386K Buy
3,618
+793
+28% +$84.8K 0.02% 166
2024
Q1 		$312K Sell
2,825
-38
-1% -$4.04K 0.02% 179
2023
Q4 		$310K Sell
2,863
-93
-3% -$8.96K 0.02% 167
2023
Q3 		$279K Sell
2,956
-136
-4% -$13.6K 0.02% 154
2023
Q2 		$308K Sell
3,092
-90
-3% -$8.57K 0.03% 137
2023
Q1 		$308K Sell
3,182
-109,777
-97% -$11M 0.03% 133
2022
Q4 		$10.7M Sell
112,959
-44,858
-28% -$4.3M 1.05% 17
2022
Q3 		$13.8M Buy
157,817
+155,007
+5,516% +$15.1M 1.51% 12
2022
Q2 		$260K Sell
2,810
-179,930
-98% -$17.9M 0.03% 201
2022
Q1 		$19.7M Sell
182,740
-36,718
-17% -$3.96M 1.92% 9
2021
Q4 		$25.1M Buy
219,458
+11,186
+5% +$1.27M 2.46% 9
2021
Q3 		$22.7M Buy
+208,272
New +$22.9M 2.94% 6

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

JB Capital's IJR Position: Q3 2026 in Review

JB Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.6% in Q3 2026, selling an estimated $58.8K and leaving 6,904 shares worth $939K. The position accounts for 0.03% of the portfolio, ranked #142.

JB Capital first reported a position in IJR in Q3 2021 and has held it in 21 quarters since. The position peaked at $25.1M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • JB Capital held 6,904 shares of iShares Core S&P Small-Cap ETF worth $939K as of Q3 2026.
  • JB Capital sold 406 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $58.8K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of JB Capital's portfolio in Q3 2026, its #142 holding.
  • JB Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's iShares Core S&P Small-Cap ETF position peaked at $25.1M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.