JBA
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Johnson Bixby & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Johnson Bixby & Associates’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 		$384K Buy
2,824
+4
+0.1% +$579 0.04% 92
2026
Q2 		$418K Sell
2,820
-84
-3% -$11.5K 0.05% 85
2026
Q1 		$361K Sell
2,904
-222
-7% -$28.2K 0.04% 90
2025
Q4 		$376K Sell
3,126
-374
-11% -$44.7K 0.05% 87
2025
Q3 		$416K Sell
3,500
-810
-19% -$93.2K 0.05% 79
2025
Q2 		$471K Sell
4,310
-122
-3% -$12.6K 0.06% 74
2025
Q1 		$463K Sell
4,432
-815
-16% -$92K 0.07% 69
2024
Q4 		$605K Sell
5,247
-416
-7% -$49.7K 0.09% 58
2024
Q3 		$662K Sell
5,663
-1,258
-18% -$142K 0.1% 56
2024
Q2 		$738K Sell
6,921
-261
-4% -$27.9K 0.12% 51
2024
Q1 		$794K Sell
7,182
-310
-4% -$32.9K 0.14% 51
2023
Q4 		$811K Buy
7,492
+10
+0.1% +$964 0.15% 50
2023
Q3 		$706K Sell
7,482
-181
-2% -$18.1K 0.15% 48
2023
Q2 		$764K Sell
7,663
-187
-2% -$17.8K 0.16% 48
2023
Q1 		$759K Sell
7,850
-401
-5% -$40.1K 0.17% 47
2022
Q4 		$781K Sell
8,251
-702
-8% -$67.3K 0.18% 47
2022
Q3 		$781K Sell
8,953
-104
-1% -$10.1K 0.2% 48
2022
Q2 		$837K Sell
9,057
-1,129
-11% -$112K 0.2% 44
2022
Q1 		$1.1M Sell
10,186
-707
-6% -$76.3K 0.28% 35
2021
Q4 		$1.25M Buy
10,893
+661
+6% +$75.3K 0.33% 32
2021
Q3 		$1.12M Sell
10,232
-172
-2% -$18.9K 0.32% 30
2021
Q2 		$1.12M Sell
10,404
-1,505
-13% -$168K 0.32% 32
2021
Q1 		$1.29M Buy
11,909
+269
+2% +$28.2K 0.41% 29
2020
Q4 		$1.07M Buy
+11,640
New +$956K 0.35% 29

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AIM
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
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

Johnson Bixby & Associates's IJR Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q3 2026, buying an estimated $579 and bringing the position to 2,824 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #92.

Johnson Bixby & Associates first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q1 2021. 478 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Johnson Bixby & Associates held 2,824 shares of iShares Core S&P Small-Cap ETF worth $384K as of Q3 2026.
  • Johnson Bixby & Associates bought 4 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $579.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q3 2026, its #92 holding.
  • Johnson Bixby & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Johnson Bixby & Associates's iShares Core S&P Small-Cap ETF position peaked at $1.29M in Q1 2021.
  • 478 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.