Professional Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Professional Financial Advisors’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	$420K	Buy	3,084 +2	+0.1%	+$289	0.07%	96
2026 Q2	$457K	Sell	3,082 -2,639	-46%	-$362K	0.08%	95
2026 Q1	$711K	Sell	5,721 -236	-4%	-$30K	0.14%	83
2025 Q4	$716K	Sell	5,957 -23	-0.4%	-$2.75K	0.15%	74
2025 Q3	$711K	Sell	5,980 -64	-1%	-$7.36K	0.15%	76
2025 Q2	$661K	Sell	6,044 -225	-4%	-$23.3K	0.15%	74
2025 Q1	$656K	Sell	6,269 -183	-3%	-$20.6K	0.17%	73
2024 Q4	$743K	Buy	6,452 +42	+0.7%	+$5.02K	0.19%	72
2024 Q3	$750K	Buy	6,410 +153	+2%	+$17.3K	0.19%	69
2024 Q2	$667K	Buy	6,257 +1,035	+20%	+$111K	0.18%	70
2024 Q1	$577K	Sell	5,222 -336	-6%	-$35.7K	0.17%	73
2023 Q4	$602K	Buy	5,558 +4	+0.1%	+$386	0.2%	62
2023 Q3	$524K	Sell	5,554 -262	-5%	-$26.2K	0.24%	67
2023 Q2	$580K	Sell	5,816 -1,123	-16%	-$107K	0.3%	53
2023 Q1	$749K	Buy	6,939 +871	+14%	+$87.1K	0.44%	42
2022 Q4	$574K	Sell	6,068 -155	-2%	-$14.9K	0.39%	53
2022 Q3	$543K	Buy	6,223 +19	+0.3%	+$1.85K	0.33%	51
2022 Q2	$573K	Sell	6,204 -735	-11%	-$73.1K	0.32%	58
2022 Q1	$749K	Sell	6,939 -597	-8%	-$64.4K	0.32%	54
2021 Q4	$863K	Sell	7,536 -169	-2%	-$19.3K	0.37%	49
2021 Q3	$841K	Buy	7,705 +20	+0.3%	+$2.2K	0.48%	40
2021 Q2	$866K	Buy	7,685 +10	+0.1%	+$1.11K	0.48%	40
2021 Q1	$833K	Sell	7,675 -12,328	-62%	-$1.29M	0.52%	41
2020 Q4	$1.84M	Sell	20,003 -164	-0.8%	-$13.5K	1.45%	13
2020 Q3	$1.45M	Buy	20,167 +414	+2%	+$29.7K	1.35%	16
2020 Q2	$1.35M	Sell	19,753 -5,981	-23%	-$378K	1.77%	14
2020 Q1	$1.63M	Buy	25,734 +3,639	+16%	+$271K	2.95%	8
2019 Q4	$1.85M	Buy	+22,095	New	+$1.78M	1.76%	16

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

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Professional Financial Advisors's IJR Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.06% in Q3 2026, buying an estimated $289 and bringing the position to 3,084 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #96.

Professional Financial Advisors first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q4 2019. 397 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Professional Financial Advisors held 3,084 shares of iShares Core S&P Small-Cap ETF worth $420K as of Q3 2026.
Professional Financial Advisors bought 2 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $289.
iShares Core S&P Small-Cap ETF made up 0.07% of Professional Financial Advisors's portfolio in Q3 2026, its #96 holding.
Professional Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Professional Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.85M in Q4 2019.
397 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.