McCarley & Cook Financial Planners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

McCarley & Cook Financial Planners’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	$524K	Hold	3,852	–	–	0.4%	26
2026 Q2	$571K	Hold	3,852	–	–	0.44%	23
2026 Q1	$479K	Buy	3,852 +961	+33%	+$122K	0.41%	25
2025 Q4	$347K	Buy	+2,891	New	+$346K	0.31%	33

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

McCarley & Cook Financial Planners's IJR Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 3,852 shares worth $524K. The position accounts for 0.4% of the portfolio, ranked #26.

McCarley & Cook Financial Planners first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $571K in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

McCarley & Cook Financial Planners held 3,852 shares of iShares Core S&P Small-Cap ETF worth $524K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.4% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #26 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Core S&P Small-Cap ETF position peaked at $571K 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 McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.