Sensible Money
IJR icon

Sensible Money’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sensible Money’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 		$610K Sell
4,484
-2,999
-40% -$434K 0.16% 41
2026
Q2 		$1.11M Buy
7,483
+191
+3% +$26.2K 0.29% 23
2026
Q1 		$906K Buy
7,292
+1
+0% +$127 0.28% 27
2025
Q4 		$876K Buy
7,291
+1
+0% +$120 0.28% 26
2025
Q3 		$866K Sell
7,290
-24
-0.3% -$2.76K 0.29% 25
2025
Q2 		$799K Buy
7,314
+1
+0% +$103 0.3% 26
2025
Q1 		$765K Buy
7,313
+1
+0% +$113 0.33% 26
2024
Q4 		$843K Buy
7,312
+621
+9% +$74.2K 0.37% 23
2024
Q3 		$783K Sell
6,691
-2,551
-28% -$288K 0.34% 27
2024
Q2 		$986K Sell
9,242
-62
-0.7% -$6.63K 0.48% 22
2024
Q1 		$1.03M Sell
9,304
-1,381
-13% -$147K 0.55% 20
2023
Q4 		$1.16M Sell
10,685
-2,783
-21% -$268K 0.69% 14
2023
Q3 		$1.27M Buy
13,468
+619
+5% +$61.8K 0.9% 12
2023
Q2 		$1.28M Buy
12,849
+96
+0.8% +$9.14K 0.93% 13
2023
Q1 		$1.23M Buy
12,753
+1
+0% +$100 1.06% 12
2022
Q4 		$1.21M Buy
+12,752
New +$1.22M 1.29% 12

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Sensible Money's IJR Position: Q3 2026 in Review

Sensible Money reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 40% in Q3 2026, selling an estimated $434K and leaving 4,484 shares worth $610K. The position accounts for 0.16% of the portfolio, ranked #41.

Sensible Money first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2023. 1,709 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Sensible Money held 4,484 shares of iShares Core S&P Small-Cap ETF worth $610K as of Q3 2026.
  • Sensible Money sold 2,999 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $434K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Sensible Money's portfolio in Q3 2026, its #41 holding.
  • Sensible Money first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Sensible Money's iShares Core S&P Small-Cap ETF position peaked at $1.28M in Q2 2023.
  • 1,709 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.