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

Sunburst Financial 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	$2.31M	Buy	16,959 +504	+3%	+$72.9K	0.37%	35
2026 Q2	$2.44M	Sell	16,455 -12	-0.1%	-$1.65K	0.4%	33
2026 Q1	$2.05M	Buy	16,467 +1,071	+7%	+$136K	0.38%	36
2025 Q4	$1.85M	Sell	15,396 -43	-0.3%	-$5.14K	0.37%	35
2025 Q3	$1.83M	Sell	15,439 -1,260	-8%	-$145K	0.39%	33
2025 Q2	$1.83M	Sell	16,699 -64	-0.4%	-$6.62K	0.41%	32
2025 Q1	$1.75M	Sell	16,763 -456	-3%	-$51.5K	0.43%	31
2024 Q4	$1.98M	Sell	17,219 -205	-1%	-$24.5K	0.49%	31
2024 Q3	$2.04M	Sell	17,424 -24	-0.1%	-$2.71K	0.52%	30
2024 Q2	$1.86M	Sell	17,448 -214	-1%	-$22.9K	0.5%	31
2024 Q1	$1.93M	Buy	17,662 +348	+2%	+$37K	0.55%	30
2023 Q4	$1.87M	Sell	17,314 -306	-2%	-$29.5K	0.58%	27
2023 Q3	$1.66M	Sell	17,620 -502	-3%	-$50.1K	0.59%	28
2023 Q2	$1.81M	Sell	18,122 -885	-5%	-$84.3K	0.63%	30
2023 Q1	$1.84M	Buy	19,007 +1	+0%	+$100	0.68%	29
2022 Q4	$1.8M	Buy	19,006 +2,074	+12%	+$199K	0.72%	27
2022 Q3	$1.48M	Buy	16,932 +2,961	+21%	+$288K	0.71%	24
2022 Q2	$1.29M	Buy	+13,971	New	+$1.39M	0.62%	25

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

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

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

Sunburst Financial Group's IJR Position: Q3 2026 in Review

Sunburst Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.1% in Q3 2026, buying an estimated $72.9K and bringing the position to 16,959 shares worth $2.31M. The position accounts for 0.37% of the portfolio, ranked #35.

Sunburst Financial Group first reported a position in IJR in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q2 2026. 430 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Sunburst Financial Group held 16,959 shares of iShares Core S&P Small-Cap ETF worth $2.31M as of Q3 2026.
Sunburst Financial Group bought 504 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $72.9K.
iShares Core S&P Small-Cap ETF made up 0.37% of Sunburst Financial Group's portfolio in Q3 2026, its #35 holding.
Sunburst Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 18 quarters since.
Sunburst Financial Group's iShares Core S&P Small-Cap ETF position peaked at $2.44M in Q2 2026.
430 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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