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

MFA 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	$1.13M	Sell	8,313 -68	-0.8%	-$9.8K	0.67%	41
2026 Q2	$1.24M	Buy	8,381 +22	+0.3%	+$3.02K	0.74%	39
2026 Q1	$1.04M	Sell	8,359 -43	-0.5%	-$5.46K	0.69%	46
2025 Q4	$1.01M	Buy	8,402 +316	+4%	+$37.8K	0.68%	46
2025 Q3	$961K	Buy	8,086 +364	+5%	+$41.9K	0.66%	45
2025 Q2	$844K	Sell	7,722 -517	-6%	-$53.4K	0.63%	45
2025 Q1	$862K	Sell	8,239 -1,117	-12%	-$126K	0.71%	37
2024 Q4	$1.08M	Buy	+9,356	New	+$1.12M	0.86%	31

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

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

MFA Wealth Services's IJR Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.81% in Q3 2026, selling an estimated $9.8K and leaving 8,313 shares worth $1.13M. The position accounts for 0.67% of the portfolio, ranked #41.

MFA Wealth Services first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2026. 852 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

MFA Wealth Services held 8,313 shares of iShares Core S&P Small-Cap ETF worth $1.13M as of Q3 2026.
MFA Wealth Services sold 68 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $9.8K.
iShares Core S&P Small-Cap ETF made up 0.67% of MFA Wealth Services's portfolio in Q3 2026, its #41 holding.
MFA Wealth Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Core S&P Small-Cap ETF position peaked at $1.24M in Q2 2026.
852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.