Verus Wealth Management
IJR icon

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

Verus Wealth Management’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 		$5.16M Buy
37,903
+5,017
+15% +$726K 3.25% 10
2026
Q2 		$4.88M Buy
32,886
+2,003
+6% +$275K 4.02% 6
2026
Q1 		$3.84M Sell
30,883
-329
-1% -$41.8K 3.56% 9
2025
Q4 		$3.75M Buy
31,212
+576
+2% +$68.9K 3.5% 9
2025
Q3 		$3.64M Buy
30,636
+294
+1% +$33.8K 3.4% 9
2025
Q2 		$3.32M Sell
30,342
-3,010
-9% -$311K 3.33% 9
2025
Q1 		$3.49M Buy
33,352
+1,022
+3% +$115K 3.82% 9
2024
Q4 		$3.73M Buy
+32,330
New +$3.86M 4.18% 7

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Verus Wealth Management's IJR Position: Q3 2026 in Review

Verus Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q3 2026, buying an estimated $726K and bringing the position to 37,903 shares worth $5.16M. The position accounts for 3.25% of the portfolio, ranked #10.

Verus Wealth Management first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Verus Wealth Management held 37,903 shares of iShares Core S&P Small-Cap ETF worth $5.16M as of Q3 2026.
  • Verus Wealth Management bought 5,017 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $726K.
  • iShares Core S&P Small-Cap ETF made up 3.25% of Verus Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Verus Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.