Private Client Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Private Client Services’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	$249K	Sell	1,828 -181	-9%	-$26.2K	0.07%	198
2026 Q2	$298K	Sell	2,009 -183	-8%	-$25.1K	0.08%	173
2026 Q1	$272K	Sell	2,192 -211	-9%	-$26.8K	0.08%	172
2025 Q4	$289K	Sell	2,403 -492	-17%	-$58.8K	0.09%	148
2025 Q3	$344K	Buy	2,895 +112	+4%	+$12.9K	0.12%	132
2025 Q2	$304K	Buy	2,783 +414	+17%	+$42.8K	0.12%	150
2025 Q1	$248K	Buy	2,369 +289	+14%	+$32.6K	0.12%	157
2024 Q4	$240K	Sell	2,080 -173	-8%	-$20.7K	0.13%	154
2024 Q3	$264K	Buy	2,253 +99	+5%	+$11.2K	0.14%	134
2024 Q2	$230K	Sell	2,154 -58	-3%	-$6.21K	0.14%	125
2024 Q1	$244K	Sell	2,212 -496	-18%	-$52.7K	0.16%	111
2023 Q4	$293K	Buy	+2,708	New	+$261K	0.24%	106

Other funds holding IJR

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Private Client Services's IJR Position: Q3 2026 in Review

Private Client Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9% in Q3 2026, selling an estimated $26.2K and leaving 1,828 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #198.

Private Client Services first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $344K in Q3 2025. 291 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Private Client Services held 1,828 shares of iShares Core S&P Small-Cap ETF worth $249K as of Q3 2026.
Private Client Services sold 181 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $26.2K.
iShares Core S&P Small-Cap ETF made up 0.07% of Private Client Services's portfolio in Q3 2026, its #198 holding.
Private Client Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's iShares Core S&P Small-Cap ETF position peaked at $344K in Q3 2025.
291 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.