Shade Tree Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Shade Tree 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	$775K	Hold	5,700	–	–	0.42%	24
2026 Q2	$845K	Hold	5,700	–	–	0.49%	17
2026 Q1	$709K	Hold	5,700	–	–	0.51%	15
2025 Q4	$685K	Buy	+5,700	New	+$682K	0.52%	17

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Shade Tree Advisors's IJR Position: Q3 2026 in Review

Shade Tree Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 5,700 shares worth $775K. The position accounts for 0.42% of the portfolio, ranked #24.

Shade Tree Advisors first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $845K in Q2 2026. 1,357 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Shade Tree Advisors held 5,700 shares of iShares Core S&P Small-Cap ETF worth $775K as of Q3 2026.
Shade Tree Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.42% of Shade Tree Advisors's portfolio in Q3 2026, its #24 holding.
Shade Tree Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
Shade Tree Advisors's iShares Core S&P Small-Cap ETF position peaked at $845K in Q2 2026.
1,357 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.