S.A. Mason
IJR icon

S.A. Mason’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

S.A. Mason’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 		$843K Hold
6,198
– – 0.25% 91
2026
Q2 		$919K Buy
6,198
+675
+12% +$92.6K 0.28% 82
2026
Q1 		$687K Buy
5,523
+1,070
+24% +$136K 0.26% 90
2025
Q4 		$535K Hold
4,453
– – 0.21% 107
2025
Q3 		$529K Sell
4,453
-25
-0.6% -$2.88K 0.23% 97
2025
Q2 		$489K Hold
4,478
– – 0.24% 95
2025
Q1 		$468K Buy
4,478
+467
+12% +$52.7K 0.25% 92
2024
Q4 		$462K Buy
4,011
+4
+0.1% +$478 0.24% 97
2024
Q3 		$469K Buy
4,007
+880
+28% +$99.4K 0.25% 96
2024
Q2 		$334K Buy
3,127
+944
+43% +$101K 0.19% 119
2024
Q1 		$241K Buy
2,183
+707
+48% +$75.1K 0.15% 141
2023
Q4 		$160K Hold
1,476
– – 0.11% 164
2023
Q3 		$139K Buy
1,476
+297
+25% +$29.7K 0.1% 171
2023
Q2 		$114K Hold
1,179
– – 0.08% 194
2023
Q1 		$114K Sell
1,179
-2,000
-63% -$200K 0.08% 194
2022
Q4 		$301K Sell
3,179
-470
-13% -$45.1K 0.23% 116
2022
Q3 		$318K Buy
3,649
+20
+0.6% +$1.94K 0.25% 106
2022
Q2 		$335K Sell
3,629
-93
-2% -$9.25K 0.24% 108
2022
Q1 		$402K Buy
3,722
+35
+0.9% +$3.78K 0.25% 105
2021
Q4 		$422K Buy
3,687
+200
+6% +$22.8K 0.25% 102
2021
Q3 		$381K Hold
3,487
– – 0.25% 110
2021
Q2 		$394K Buy
3,487
+390
+13% +$43.5K 0.27% 101
2021
Q1 		$336K Buy
3,097
+2,050
+196% +$215K 0.25% 109
2020
Q4 		$96K Hold
1,047
– – 0.08% 187
2020
Q3 		$74K Hold
1,047
– – 0.07% 190
2020
Q2 		$71K Sell
1,047
-45
-4% -$2.84K 0.07% 194
2020
Q1 		$61K Buy
1,092
+1
+0.1% +$74 0.07% 193
2019
Q4 		$91K Buy
+1,091
New +$87.8K 0.09% 186

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

S.A. Mason's IJR Position: Q3 2026 in Review

S.A. Mason held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 6,198 shares worth $843K. The position accounts for 0.25% of the portfolio, ranked #91.

S.A. Mason first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $919K in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • S.A. Mason held 6,198 shares of iShares Core S&P Small-Cap ETF worth $843K as of Q3 2026.
  • S.A. Mason left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.25% of S.A. Mason's portfolio in Q3 2026, its #91 holding.
  • S.A. Mason first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's iShares Core S&P Small-Cap ETF position peaked at $919K in Q2 2026.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.