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Stone Summit Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stone Summit Wealth’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 		$4.13M Sell
30,356
-1,996
-6% -$289K 1.12% 27
2026
Q2 		$4.8M Sell
32,352
-224
-0.7% -$30.7K 1.22% 27
2026
Q1 		$4.05M Sell
32,576
-468
-1% -$59.5K 1.13% 30
2025
Q4 		$3.97M Sell
33,044
-243
-0.7% -$29.1K 1.08% 29
2025
Q3 		$3.96M Sell
33,287
-1,551
-4% -$178K 1.12% 28
2025
Q2 		$3.81M Sell
34,838
-4,915
-12% -$508K 1.18% 27
2025
Q1 		$4.16M Sell
39,753
-221
-0.6% -$24.9K 1.41% 21
2024
Q4 		$4.61M Buy
39,974
+383
+1% +$45.8K 1.55% 16
2024
Q3 		$4.63M Buy
39,591
+1,863
+5% +$210K 1.49% 16
2024
Q2 		$4.02M Buy
37,728
+1,763
+5% +$189K 1.44% 20
2024
Q1 		$3.97M Buy
35,965
+3,658
+11% +$388K 1.38% 18
2023
Q4 		$3.5M Sell
32,307
-63
-0.2% -$6.07K 1.34% 20
2023
Q3 		$3.05M Sell
32,370
-409
-1% -$40.9K 1.31% 19
2023
Q2 		$3.27M Buy
32,779
+1,935
+6% +$184K 1.35% 18
2023
Q1 		$2.98M Buy
30,844
+113
+0.4% +$11.3K 1.33% 18
2022
Q4 		$2.91M Buy
30,731
+4,633
+18% +$444K 1.43% 16
2022
Q3 		$2.28M Buy
26,098
+2,304
+10% +$224K 1.4% 18
2022
Q2 		$2.2M Buy
23,794
+653
+3% +$64.9K 1.31% 20
2022
Q1 		$2.53M Buy
23,141
+3,514
+18% +$379K 1.42% 18
2021
Q4 		$2.25M Buy
+19,627
New +$2.24M 1.82% 16

Other funds holding IJR

Valeo Financial Advisors
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
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stone Summit Wealth's IJR Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q3 2026, selling an estimated $289K and leaving 30,356 shares worth $4.13M. The position accounts for 1.12% of the portfolio, ranked #27.

Stone Summit Wealth first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.8M in Q2 2026. 671 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Stone Summit Wealth held 30,356 shares of iShares Core S&P Small-Cap ETF worth $4.13M as of Q3 2026.
  • Stone Summit Wealth sold 1,996 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $289K.
  • iShares Core S&P Small-Cap ETF made up 1.12% of Stone Summit Wealth's portfolio in Q3 2026, its #27 holding.
  • Stone Summit Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares Core S&P Small-Cap ETF position peaked at $4.8M in Q2 2026.
  • 671 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.