MJT & Associates Financial Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MJT & Associates Financial Advisory’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	$4.73M	Buy	34,792 +2,275	+7%	+$329K	3.06%	9
2026 Q2	$4.82M	Sell	32,517 -519	-2%	-$71.2K	3.19%	9
2026 Q1	$4.11M	Sell	33,036 -2,735	-8%	-$347K	3.01%	10
2025 Q4	$4.3M	Sell	35,771 -487	-1%	-$58.2K	3.21%	9
2025 Q3	$4.31M	Sell	36,258 -14,177	-28%	-$1.63M	3.5%	8
2025 Q2	$5.51M	Buy	50,435 +1,611	+3%	+$167K	6.84%	4
2025 Q1	$5.11M	Buy	+48,824	New	+$5.51M	4.9%	6

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MJT & Associates Financial Advisory's IJR Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q3 2026, buying an estimated $329K and bringing the position to 34,792 shares worth $4.73M. The position accounts for 3.06% of the portfolio, ranked #9.

MJT & Associates Financial Advisory first reported a position in IJR in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.51M in Q2 2025. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

MJT & Associates Financial Advisory held 34,792 shares of iShares Core S&P Small-Cap ETF worth $4.73M as of Q3 2026.
MJT & Associates Financial Advisory bought 2,275 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $329K.
iShares Core S&P Small-Cap ETF made up 3.06% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #9 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Core S&P Small-Cap ETF position peaked at $5.51M in Q2 2025.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.