LPWM LLC
IJR icon

LPWM LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LPWM LLC’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 		$779K Buy
5,724
+32
+0.6% +$4.63K 0.17% 62
2026
Q2 		$844K Hold
5,692
– – 0.19% 56
2026
Q1 		$708K Buy
5,692
+257
+5% +$32.6K 0.18% 53
2025
Q4 		$653K Buy
+5,435
New +$650K 0.16% 60

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

LPWM LLC's IJR Position: Q3 2026 in Review

LPWM LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.56% in Q3 2026, buying an estimated $4.63K and bringing the position to 5,724 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #62.

LPWM LLC first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $844K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • LPWM LLC held 5,724 shares of iShares Core S&P Small-Cap ETF worth $779K as of Q3 2026.
  • LPWM LLC bought 32 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.63K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of LPWM LLC's portfolio in Q3 2026, its #62 holding.
  • LPWM LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • LPWM LLC's iShares Core S&P Small-Cap ETF position peaked at $844K 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 LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.