SBI Securities’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

SBI Securities’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	$2.39M	Buy	17,605 +68	+0.4%	+$9.8K	0.05%	183
2026 Q2	$2.6M	Sell	17,537 -164	-0.9%	-$22.5K	0.06%	172
2026 Q1	$2.2M	Buy	17,701 +267	+2%	+$33.9K	0.06%	167
2025 Q4	$2.1M	Sell	17,434 -147	-0.8%	-$17.6K	0.05%	182
2025 Q3	$2.09M	Sell	17,581 -319	-2%	-$36.7K	0.05%	191
2025 Q2	$1.96M	Sell	17,900 -114	-0.6%	-$11.8K	0.06%	186
2025 Q1	$1.88M	Sell	18,014 -34	-0.2%	-$3.84K	0.06%	171
2024 Q4	$2.08M	Buy	+18,048	New	+$2.16M	0.06%	156

Other funds holding IJR

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

SBI Securities's IJR Position: Q3 2026 in Review

SBI Securities increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.39% in Q3 2026, buying an estimated $9.8K and bringing the position to 17,605 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #183.

SBI Securities first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q2 2026. 1,258 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

SBI Securities held 17,605 shares of iShares Core S&P Small-Cap ETF worth $2.39M as of Q3 2026.
SBI Securities bought 68 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $9.8K.
iShares Core S&P Small-Cap ETF made up 0.05% of SBI Securities's portfolio in Q3 2026, its #183 holding.
SBI Securities first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's iShares Core S&P Small-Cap ETF position peaked at $2.6M in Q2 2026.
1,258 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.