SS
IJR icon

Sound Stewardship’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sound Stewardship’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 		$7.26M Sell
53,389
-86
-0.2% -$12.4K 2.95% 16
2026
Q2 		$7.93M Buy
53,475
+114
+0.2% +$15.6K 3.27% 14
2026
Q1 		$6.63M Sell
53,361
-2,057
-4% -$261K 3.04% 15
2025
Q4 		$6.66M Sell
55,418
-2,002
-3% -$239K 3.19% 12
2025
Q3 		$6.82M Buy
57,420
+5,848
+11% +$673K 3.27% 13
2025
Q2 		$5.64M Buy
51,572
+6,833
+15% +$706K 2.91% 15
2025
Q1 		$4.68M Buy
44,739
+281
+0.6% +$31.7K 2.67% 16
2024
Q4 		$5.12M Sell
44,458
-226
-0.5% -$27K 3.04% 15
2024
Q3 		$5.23M Buy
44,684
+1,532
+4% +$173K 2.93% 15
2024
Q2 		$4.6M Buy
43,152
+529
+1% +$56.6K 2.8% 16
2024
Q1 		$4.71M Buy
42,623
+1,248
+3% +$133K 2.86% 15
2023
Q4 		$4.48M Buy
41,375
+2,883
+7% +$278K 2.96% 13
2023
Q3 		$3.63M Buy
38,492
+24
+0.1% +$2.4K 2.44% 18
2023
Q2 		$3.83M Buy
38,468
+223
+0.6% +$21.2K 2.52% 18
2023
Q1 		$3.7M Buy
38,245
+1,719
+5% +$172K 2.49% 18
2022
Q4 		$3.46M Buy
+36,526
New +$3.5M 2.56% 16

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Sound Stewardship's IJR Position: Q3 2026 in Review

Sound Stewardship reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.16% in Q3 2026, selling an estimated $12.4K and leaving 53,389 shares worth $7.26M. The position accounts for 2.95% of the portfolio, ranked #16.

Sound Stewardship first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.93M in Q2 2026. 397 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Sound Stewardship held 53,389 shares of iShares Core S&P Small-Cap ETF worth $7.26M as of Q3 2026.
  • Sound Stewardship sold 86 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $12.4K.
  • iShares Core S&P Small-Cap ETF made up 2.95% of Sound Stewardship's portfolio in Q3 2026, its #16 holding.
  • Sound Stewardship first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's iShares Core S&P Small-Cap ETF position peaked at $7.93M in Q2 2026.
  • 397 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.