Sweeney & Michel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sweeney & Michel’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	$1.03M	Sell	7,592 -273	-3%	-$39.5K	0.27%	62
2026 Q2	$1.17M	Sell	7,865 -9	-0.1%	-$1.24K	0.31%	53
2026 Q1	$1.04M	Sell	7,874 -18	-0.2%	-$2.29K	0.31%	54
2025 Q4	$1.04M	Sell	7,892 -60	-0.8%	-$7.18K	0.31%	54
2025 Q3	$909K	Buy	7,952 +28	+0.4%	+$3.22K	0.31%	56
2025 Q2	$894K	Buy	7,924 +151	+2%	+$15.6K	0.32%	55
2025 Q1	$704K	Buy	+7,773	New	+$877K	0.31%	57
2024 Q3	$1.04M	Buy	8,816 +21	+0.2%	+$2.37K	0.41%	45
2024 Q2	$928K	Buy	8,795 +27	+0.3%	+$2.89K	0.4%	43
2024 Q1	$968K	Buy	+8,768	New	+$931K	0.43%	41
2023 Q3	$1.15M	Buy	12,527 +1,048	+9%	+$105K	0.6%	30
2023 Q2	$1.19M	Buy	11,479 +689	+6%	+$65.6K	0.61%	28
2023 Q1	$1.05M	Buy	+10,790	New	+$1.08M	0.56%	32

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Sweeney & Michel's IJR Position: Q3 2026 in Review

Sweeney & Michel reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q3 2026, selling an estimated $39.5K and leaving 7,592 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #62.

Sweeney & Michel first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q2 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Sweeney & Michel held 7,592 shares of iShares Core S&P Small-Cap ETF worth $1.03M as of Q3 2026.
Sweeney & Michel sold 273 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $39.5K.
iShares Core S&P Small-Cap ETF made up 0.27% of Sweeney & Michel's portfolio in Q3 2026, its #62 holding.
Sweeney & Michel first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core S&P Small-Cap ETF position peaked at $1.19M in Q2 2023.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.