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Paladin Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Paladin Partners’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 		$5.85K Hold
43
– – ﹤0.01% 140
2026
Q2 		$6.38K Hold
43
– – ﹤0.01% 149
2026
Q1 		$5.34K Hold
43
– – ﹤0.01% 153
2025
Q4 		$5.17K Buy
+43
New +$5.14K ﹤0.01% 153

Other funds holding IJR

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Paladin Partners's IJR Position: Q3 2026 in Review

Paladin Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 43 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Paladin Partners first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.38K in Q2 2026. 48 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Paladin Partners held 43 shares of iShares Core S&P Small-Cap ETF worth $5.85K as of Q3 2026.
  • Paladin Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #140 holding.
  • Paladin Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares Core S&P Small-Cap ETF position peaked at $6.38K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.