RIA
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Rhodes Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Rhodes Investment 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 		$381K Buy
2,797
+331
+13% +$47.9K 0.27% 80
2026
Q2 		$366K Buy
2,466
+150
+6% +$20.6K 0.27% 85
2026
Q1 		$288K Buy
2,316
+244
+12% +$31K 0.25% 92
2025
Q4 		$249K Buy
+2,072
New +$248K 0.2% 98

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 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
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Rhodes Investment Advisors's IJR Position: Q3 2026 in Review

Rhodes Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q3 2026, buying an estimated $47.9K and bringing the position to 2,797 shares worth $381K. The position accounts for 0.27% of the portfolio, ranked #80.

Rhodes Investment Advisors first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Rhodes Investment Advisors held 2,797 shares of iShares Core S&P Small-Cap ETF worth $381K as of Q3 2026.
  • Rhodes Investment Advisors bought 331 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $47.9K.
  • iShares Core S&P Small-Cap ETF made up 0.27% of Rhodes Investment Advisors's portfolio in Q3 2026, its #80 holding.
  • Rhodes Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.