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

McCarter Private Wealth Services’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	$750K	Buy	5,516 +1	+0%	+$145	0.25%	85
2026 Q2	$818K	Sell	5,515 -593	-10%	-$81.4K	0.28%	82
2026 Q1	$759K	Buy	6,108 +113	+2%	+$14.4K	0.33%	70
2025 Q4	$721K	Sell	5,995 -562	-9%	-$67.2K	0.32%	68
2025 Q3	$779K	Sell	6,557 -529	-7%	-$60.8K	0.4%	56
2025 Q2	$774K	Buy	+7,086	New	+$732K	0.44%	51

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

McCarter Private Wealth Services's IJR Position: Q3 2026 in Review

McCarter Private Wealth Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.02% in Q3 2026, buying an estimated $145 and bringing the position to 5,516 shares worth $750K. The position accounts for 0.25% of the portfolio, ranked #85.

McCarter Private Wealth Services first reported a position in IJR in Q2 2025 and has held it in 6 quarters since. The position peaked at $818K in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

McCarter Private Wealth Services held 5,516 shares of iShares Core S&P Small-Cap ETF worth $750K as of Q3 2026.
McCarter Private Wealth Services bought 1 iShares Core S&P Small-Cap ETF share in Q3 2026, an estimated $145.
iShares Core S&P Small-Cap ETF made up 0.25% of McCarter Private Wealth Services's portfolio in Q3 2026, its #85 holding.
McCarter Private Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
McCarter Private Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $818K in Q2 2026.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.