M3 Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$315K Buy
2,533
+1
+0% +$127 0.19% 88
2025
Q4
$304K Sell
2,532
-287
-10% -$34.3K 0.19% 89
2025
Q3
$335K Sell
2,819
-30
-1% -$3.45K 0.21% 87
2025
Q2
$311K Hold
2,849
0.22% 87
2025
Q1
$298K Buy
2,849
+34
+1% +$3.84K 0.24% 91
2024
Q4
$324K Buy
2,815
+1
+0% +$119 0.23% 87
2024
Q3
$329K Buy
2,814
+115
+4% +$13K 0.24% 93
2024
Q2
$288K Sell
2,699
-541
-17% -$57.9K 0.24% 101
2024
Q1
$358K Buy
3,240
+47
+1% +$4.99K 0.32% 73
2023
Q4
$346K Buy
+3,193
New +$308K 0.4% 56

Other funds holding IJR

M3 Advisory Group's IJR Position: Q1 2026 in Review

M3 Advisory Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q1 2026, buying an estimated $127 and bringing the position to 2,533 shares worth $315K. The position accounts for 0.19% of the portfolio, ranked #88.

M3 Advisory Group first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $358K in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • M3 Advisory Group held 2,533 shares of iShares Core S&P Small-Cap ETF worth $315K as of Q1 2026.
  • M3 Advisory Group bought 1 iShares Core S&P Small-Cap ETF share in Q1 2026, an estimated $127.
  • iShares Core S&P Small-Cap ETF made up 0.19% of M3 Advisory Group's portfolio in Q1 2026, its #88 holding.
  • M3 Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $358K in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.