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

LAM Group’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	$544K	Hold	4,000	–	–	0.27%	63
2026 Q2	$593K	Hold	4,000	–	–	0.29%	61
2026 Q1	$497K	Hold	4,000	–	–	0.27%	61
2025 Q4	$481K	Hold	4,000	–	–	0.28%	65
2025 Q3	$475K	Hold	4,000	–	–	0.29%	62
2025 Q2	$437K	Hold	4,000	–	–	0.29%	64
2025 Q1	$418K	Hold	4,000	–	–	0.31%	58
2024 Q4	$461K	Hold	4,000	–	–	0.33%	61
2024 Q3	$468K	Hold	4,000	–	–	0.33%	60
2024 Q2	$427K	Hold	4,000	–	–	0.36%	57
2024 Q1	$442K	Hold	4,000	–	–	0.36%	57
2023 Q4	$433K	Hold	4,000	–	–	0.39%	50
2023 Q3	$377K	Hold	4,000	–	–	0.37%	50
2023 Q2	$399K	Hold	4,000	–	–	0.37%	47
2023 Q1	$387K	Hold	4,000	–	–	0.38%	46
2022 Q4	$379K	Buy	+4,000	New	+$384K	0.39%	46

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

LAM Group's IJR Position: Q3 2026 in Review

LAM Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 4,000 shares worth $544K. The position accounts for 0.27% of the portfolio, ranked #63.

LAM Group first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $593K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

LAM Group held 4,000 shares of iShares Core S&P Small-Cap ETF worth $544K as of Q3 2026.
LAM Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.27% of LAM Group's portfolio in Q3 2026, its #63 holding.
LAM Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's iShares Core S&P Small-Cap ETF position peaked at $593K 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 LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.