Olistico Wealth
IJR icon

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

Olistico 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 		$1.59M Buy
11,656
+41
+0.4% +$5.93K 0.66% 34
2026
Q2 		$1.72M Sell
11,615
-1,571
-12% -$216K 0.74% 31
2026
Q1 		$1.64M Sell
13,186
-482
-4% -$61.2K 0.81% 28
2025
Q4 		$1.64M Sell
13,668
-14,637
-52% -$1.75M 0.8% 25
2025
Q3 		$3.36M Buy
28,305
+853
+3% +$98.1K 1.78% 14
2025
Q2 		$3M Buy
27,452
+3,278
+14% +$339K 1.67% 14
2025
Q1 		$2.53M Buy
24,174
+1,094
+5% +$123K 1.56% 15
2024
Q4 		$2.66M Buy
23,080
+1,398
+6% +$167K 1.55% 14
2024
Q3 		$2.54M Buy
21,682
+1,748
+9% +$197K 1.55% 15
2024
Q2 		$2.13M Buy
19,934
+561
+3% +$60K 1.36% 16
2024
Q1 		$2.14M Buy
19,373
+856
+5% +$90.9K 1.55% 13
2023
Q4 		$2M Buy
18,517
+4,031
+28% +$388K 1.57% 13
2023
Q3 		$1.37M Buy
14,486
+489
+3% +$48.8K 1.22% 18
2023
Q2 		$1.39M Sell
13,997
-5,810
-29% -$553K 1.19% 19
2023
Q1 		$1.92M Buy
19,807
+1,063
+6% +$106K 1.84% 10
2022
Q4 		$1.77M Buy
+18,744
New +$1.8M 1.92% 10

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Olistico Wealth's IJR Position: Q3 2026 in Review

Olistico Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.35% in Q3 2026, buying an estimated $5.93K and bringing the position to 11,656 shares worth $1.59M. The position accounts for 0.66% of the portfolio, ranked #34.

Olistico Wealth first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.36M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Olistico Wealth held 11,656 shares of iShares Core S&P Small-Cap ETF worth $1.59M as of Q3 2026.
  • Olistico Wealth bought 41 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $5.93K.
  • iShares Core S&P Small-Cap ETF made up 0.66% of Olistico Wealth's portfolio in Q3 2026, its #34 holding.
  • Olistico Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's iShares Core S&P Small-Cap ETF position peaked at $3.36M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.