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

Vericrest Private 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	$3.53M	Sell	25,914 -4,585	-15%	-$663K	3.14%	12
2026 Q2	$4.52M	Sell	30,499 -3,479	-10%	-$477K	4.02%	8
2026 Q1	$4.22M	Buy	33,978 +946	+3%	+$120K	3.79%	8
2025 Q4	$3.97M	Buy	+33,032	New	+$3.95M	3.53%	9
2022 Q2	$3.21M	Sell	34,726 -357	-1%	-$35.5K	3.94%	7
2022 Q1	$3.78M	Sell	35,083 -254	-0.7%	-$27.4K	3.94%	6
2021 Q4	$4.05M	Buy	+35,337	New	+$4.03M	3.75%	9

Other funds holding IJR

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Vericrest Private Wealth's IJR Position: Q3 2026 in Review

Vericrest Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q3 2026, selling an estimated $663K and leaving 25,914 shares worth $3.53M. The position accounts for 3.14% of the portfolio, ranked #12.

Vericrest Private Wealth first reported a position in IJR in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.52M in Q2 2026. 2,440 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Vericrest Private Wealth held 25,914 shares of iShares Core S&P Small-Cap ETF worth $3.53M as of Q3 2026.
Vericrest Private Wealth sold 4,585 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $663K.
iShares Core S&P Small-Cap ETF made up 3.14% of Vericrest Private Wealth's portfolio in Q3 2026, its #12 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Vericrest Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $4.52M in Q2 2026.
2,440 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.