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

Members 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	$304K	Sell	2,215 -77	-3%	-$11.1K	0.15%	94
2026 Q2	$340K	Hold	2,292	–	–	0.19%	87
2026 Q1	$311K	Sell	2,292 -165	-7%	-$21K	0.19%	82
2025 Q4	$315K	Buy	2,457 +50	+2%	+$5.98K	0.2%	80
2025 Q3	$287K	Buy	+2,407	New	+$277K	0.18%	77
2025 Q1	$287K	Buy	2,744 +327	+14%	+$36.9K	0.22%	81
2024 Q4	$279K	Buy	+2,417	New	+$289K	0.21%	84
2024 Q2	$270K	Buy	+2,414	New	+$258K	0.18%	86

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Members Wealth's IJR Position: Q3 2026 in Review

Members Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q3 2026, selling an estimated $11.1K and leaving 2,215 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #94.

Members Wealth first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. The position peaked at $340K in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Members Wealth held 2,215 shares of iShares Core S&P Small-Cap ETF worth $304K as of Q3 2026.
Members Wealth sold 77 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $11.1K.
iShares Core S&P Small-Cap ETF made up 0.15% of Members Wealth's portfolio in Q3 2026, its #94 holding.
Members Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's iShares Core S&P Small-Cap ETF position peaked at $340K 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 Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.