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

SC&H 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	$913K	Sell	6,711 -328	-5%	-$47.5K	0.13%	69
2026 Q2	$1.04M	Buy	7,039 +12	+0.2%	+$1.65K	0.14%	70
2026 Q1	$874K	Sell	7,027 -4	-0.1%	-$508	0.13%	71
2025 Q4	$845K	Buy	7,031 +19	+0.3%	+$2.27K	0.13%	73
2025 Q3	$833K	Sell	7,012 -267	-4%	-$30.7K	0.14%	75
2025 Q2	$796K	Sell	7,279 -169	-2%	-$17.5K	0.14%	79
2025 Q1	$779K	Buy	7,448 +11	+0.1%	+$1.24K	0.15%	75
2024 Q4	$857K	Sell	7,437 -348	-4%	-$41.6K	0.18%	70
2024 Q3	$911K	Buy	7,785 +4	+0.1%	+$452	0.2%	67
2024 Q2	$830K	Sell	7,781 -151	-2%	-$16.2K	0.2%	67
2024 Q1	$877K	Buy	7,932 +119	+2%	+$12.6K	0.23%	65
2023 Q4	$846K	Buy	7,813 +42	+0.5%	+$4.05K	0.24%	64
2023 Q3	$733K	Sell	7,771 -58	-0.7%	-$5.79K	0.24%	69
2023 Q2	$780K	Buy	7,829 +20	+0.3%	+$1.9K	0.26%	69
2023 Q1	$755K	Sell	7,809 -5,327	-41%	-$533K	0.28%	67
2022 Q4	$1.24M	Sell	13,136 -287	-2%	-$27.5K	0.52%	37
2022 Q3	$1.17M	Buy	13,423 +332	+3%	+$32.2K	0.59%	36
2022 Q2	$1.21M	Sell	13,091 -1,359	-9%	-$135K	0.56%	40
2022 Q1	$1.56M	Buy	14,450 +6,329	+78%	+$683K	0.74%	29
2021 Q4	$930K	Buy	+8,121	New	+$926K	0.51%	45

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

SC&H Financial Advisors's IJR Position: Q3 2026 in Review

SC&H Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.7% in Q3 2026, selling an estimated $47.5K and leaving 6,711 shares worth $913K. The position accounts for 0.13% of the portfolio, ranked #69.

SC&H Financial Advisors first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q1 2022. 397 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

SC&H Financial Advisors held 6,711 shares of iShares Core S&P Small-Cap ETF worth $913K as of Q3 2026.
SC&H Financial Advisors sold 328 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $47.5K.
iShares Core S&P Small-Cap ETF made up 0.13% of SC&H Financial Advisors's portfolio in Q3 2026, its #69 holding.
SC&H Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
SC&H Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.56M in Q1 2022.
397 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.