Phillip James Consulting’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Phillip James Consulting’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	$1.02M	Buy	+7,510	New	+$1.09M	0.69%	31

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Phillip James Consulting's IJR Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 7,510 shares worth $1.02M. The stake represents 0.69% of the portfolio and ranks #31 among its holdings.

2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Phillip James Consulting held 7,510 shares of iShares Core S&P Small-Cap ETF worth $1.02M as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new Phillip James Consulting position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.69% of Phillip James Consulting's portfolio in Q3 2026, its #31 holding.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.