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

Lauer Wealth’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	$582K	Buy	4,242 +158	+4%	+$22.9K	0.36%	39
2026 Q2	$594K	Buy	+4,084	New	+$560K	0.36%	41
2025 Q2	–	Sell	-7,768	Closed	-$783K	–	62
2025 Q1	$783K	Buy	7,768 +100	+1%	+$11.3K	0.6%	20
2024 Q4	$884K	Hold	7,668	–	–	0.59%	19
2024 Q3	$879K	Sell	7,668 -100	-1%	-$11.3K	0.68%	18
2024 Q2	$856K	Hold	7,768	–	–	0.67%	18
2024 Q1	$824K	Sell	7,768 -10	-0.1%	-$1.06K	0.72%	20
2023 Q4	$828K	Hold	7,778	–	–	0.77%	20
2023 Q3	$722K	Sell	7,778 -50	-0.6%	-$5K	0.78%	20
2023 Q2	$808K	Buy	7,828 +330	+4%	+$31.4K	0.84%	20
2023 Q1	$712K	Buy	+7,498	New	+$750K	0.89%	19

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Lauer Wealth's IJR Position: Q3 2026 in Review

Lauer Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q3 2026, buying an estimated $22.9K and bringing the position to 4,242 shares worth $582K. The position accounts for 0.36% of the portfolio, ranked #39.

Lauer Wealth first reported a position in IJR in Q1 2023 and has held it in 11 quarters since. The position peaked at $884K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Lauer Wealth held 4,242 shares of iShares Core S&P Small-Cap ETF worth $582K as of Q3 2026.
Lauer Wealth bought 158 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $22.9K.
iShares Core S&P Small-Cap ETF made up 0.36% of Lauer Wealth's portfolio in Q3 2026, its #39 holding.
Lauer Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
Lauer Wealth's iShares Core S&P Small-Cap ETF position peaked at $884K in Q4 2024.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.