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

Lawood & 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 		$418K Hold
3,072
– – 0.29% 63
2026
Q2 		$456K Sell
3,072
-37
-1% -$5.08K 0.31% 62
2026
Q1 		$386K Sell
3,109
-44
-1% -$5.59K 0.36% 66
2025
Q4 		$379K Buy
+3,153
New +$377K 0.36% 67

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SWM
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Lawood & Co held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 3,072 shares worth $418K. The position accounts for 0.29% of the portfolio, ranked #63.

Lawood & Co first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $456K in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Lawood & Co held 3,072 shares of iShares Core S&P Small-Cap ETF worth $418K as of Q3 2026.
  • Lawood & 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 0.29% of Lawood & Co's portfolio in Q3 2026, its #63 holding.
  • Lawood & Co first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Core S&P Small-Cap ETF position peaked at $456K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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