St. Clair Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

St. Clair 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	$2.7M	Buy	19,837 +1,675	+9%	+$242K	0.67%	27
2026 Q2	$2.69M	Sell	18,162 -165	-0.9%	-$22.6K	0.69%	27
2026 Q1	$2.28M	Buy	18,327 +1,933	+12%	+$246K	0.61%	32
2025 Q4	$1.97M	Buy	16,394 +1,262	+8%	+$151K	0.51%	35
2025 Q3	$1.8M	Buy	15,132 +232	+2%	+$26.7K	0.48%	36
2025 Q2	$1.63M	Buy	14,900 +689	+5%	+$71.2K	0.43%	37
2025 Q1	$1.49M	Sell	14,211 -1,065	-7%	-$120K	0.42%	38
2024 Q4	$1.76M	Buy	15,276 +241	+2%	+$28.8K	0.51%	34
2024 Q3	$1.76M	Buy	15,035 +620	+4%	+$70K	0.5%	29
2024 Q2	$1.54M	Buy	14,415 +361	+3%	+$38.6K	0.49%	31
2024 Q1	$1.55M	Buy	14,054 +51	+0.4%	+$5.42K	0.5%	31
2023 Q4	$1.52M	Buy	14,003 +155	+1%	+$14.9K	0.52%	33
2023 Q3	$1.31M	Buy	13,848 +525	+4%	+$52.4K	0.52%	31
2023 Q2	$1.33M	Buy	13,323 +1,572	+13%	+$150K	0.52%	32
2023 Q1	$1.14M	Buy	11,751 +1,139	+11%	+$114K	0.5%	33
2022 Q4	$1M	Buy	10,612 +2,667	+34%	+$256K	0.63%	25
2022 Q3	$693K	Buy	7,945 +243	+3%	+$23.6K	0.55%	19
2022 Q2	$712K	Buy	7,702 +1,126	+17%	+$112K	0.58%	21
2022 Q1	$709K	Buy	6,576 +519	+9%	+$56K	0.48%	21
2021 Q4	$694K	Buy	6,057 +168	+3%	+$19.1K	0.4%	26
2021 Q3	$643K	Buy	5,889 +117	+2%	+$12.9K	0.45%	21
2021 Q2	$652K	Sell	5,772 -463	-7%	-$51.6K	0.49%	18
2021 Q1	$677K	Sell	6,235 -554	-8%	-$58K	0.54%	16
2020 Q4	$624K	Buy	+6,789	New	+$558K	0.59%	20

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

St. Clair Advisors's IJR Position: Q3 2026 in Review

St. Clair Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9.2% in Q3 2026, buying an estimated $242K and bringing the position to 19,837 shares worth $2.7M. The position accounts for 0.67% of the portfolio, ranked #27.

St. Clair Advisors first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

St. Clair Advisors held 19,837 shares of iShares Core S&P Small-Cap ETF worth $2.7M as of Q3 2026.
St. Clair Advisors bought 1,675 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $242K.
iShares Core S&P Small-Cap ETF made up 0.67% of St. Clair Advisors's portfolio in Q3 2026, its #27 holding.
St. Clair Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.