SG
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Sherry Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sherry Group’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 		$1.34M Buy
9,880
+43
+0.4% +$6.22K 1.26% 23
2026
Q2 		$1.44M Sell
9,837
-41
-0.4% -$5.63K 1.41% 18
2026
Q1 		$1.23M Buy
9,878
+1
+0% +$127 1.34% 18
2025
Q4 		$1.2M Buy
+9,877
New +$1.18M 1.26% 19

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Sherry Group's IJR Position: Q3 2026 in Review

Sherry Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.44% in Q3 2026, buying an estimated $6.22K and bringing the position to 9,880 shares worth $1.34M. The position accounts for 1.26% of the portfolio, ranked #23.

Sherry Group first reported a position in IJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Sherry Group held 9,880 shares of iShares Core S&P Small-Cap ETF worth $1.34M as of Q3 2026.
  • Sherry Group bought 43 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $6.22K.
  • iShares Core S&P Small-Cap ETF made up 1.26% of Sherry Group's portfolio in Q3 2026, its #23 holding.
  • Sherry Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's iShares Core S&P Small-Cap ETF position peaked at $1.44M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.