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Tepp RIA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Tepp RIA’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 		$266K Buy
+1,954
New +$283K 0.18% 45
2025
Q2 		– Sell
-2,205
Closed -$231K – 29
2025
Q1 		$231K Buy
2,205
+1
+0% +$113 0.31% 26
2024
Q4 		$254K Buy
+2,204
New +$263K 0.38% 25

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

Tepp RIA's IJR Position: Q3 2026 in Review

Tepp RIA opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 1,954 shares worth $266K. The stake represents 0.18% of the portfolio and ranks #45 among its holdings. This is a return to the name: Tepp RIA previously reported a position in IJR as recently as Q1 2025.

Tepp RIA first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Tepp RIA held 1,954 shares of iShares Core S&P Small-Cap ETF worth $266K as of Q3 2026.
  • iShares Core S&P Small-Cap ETF was a new Tepp RIA position in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up 0.18% of Tepp RIA's portfolio in Q3 2026, its #45 holding.
  • Tepp RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.