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

15 Wealth Advisors LLC’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	$331K	Buy	+2,432	New	+$352K	0.08%	85

Other funds holding IJR

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

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

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

15 Wealth Advisors LLC's IJR Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 2,432 shares worth $331K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings.

406 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

15 Wealth Advisors LLC held 2,432 shares of iShares Core S&P Small-Cap ETF worth $331K as of Q3 2026.
iShares Core S&P Small-Cap ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #85 holding.
406 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.