The Wealth Group
IJR icon

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

The Wealth 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 		$668K Sell
4,823
-66
-1% -$9.6K 0.12% 52
2026
Q2 		$725K Sell
4,889
-224
-4% -$30.7K 0.14% 49
2026
Q1 		$636K Buy
5,113
+7
+0.1% +$889 0.14% 47
2025
Q4 		$614K Sell
5,106
-296
-5% -$35.4K 0.14% 49
2025
Q3 		$642K Buy
5,402
+53
+1% +$6.1K 0.15% 45
2025
Q2 		$585K Sell
5,349
-591
-10% -$61.1K 0.15% 45
2025
Q1 		$621K Sell
5,940
-242
-4% -$27.3K 0.18% 38
2024
Q4 		$712K Sell
6,182
-550
-8% -$65.7K 0.21% 35
2024
Q3 		$787K Sell
6,732
-23
-0.3% -$2.6K 0.23% 32
2024
Q2 		$720K Sell
6,755
-5
-0.1% -$535 0.22% 32
2024
Q1 		$737K Sell
6,760
-468
-6% -$49.7K 0.23% 32
2023
Q4 		$749K Buy
+7,228
New +$697K 0.25% 32

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

The Wealth Group's IJR Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q3 2026, selling an estimated $9.6K and leaving 4,823 shares worth $668K. The position accounts for 0.12% of the portfolio, ranked #52.

The Wealth Group first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $787K in Q3 2024. 2,029 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • The Wealth Group held 4,823 shares of iShares Core S&P Small-Cap ETF worth $668K as of Q3 2026.
  • The Wealth Group sold 66 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $9.6K.
  • iShares Core S&P Small-Cap ETF made up 0.12% of The Wealth Group's portfolio in Q3 2026, its #52 holding.
  • The Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $787K in Q3 2024.
  • 2,029 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.