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

VisionPoint Advisory 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	$633K	Sell	4,656 -1,139	-20%	-$165K	0.1%	203
2026 Q2	$859K	Buy	5,795 +719	+14%	+$98.7K	0.14%	168
2026 Q1	$631K	Buy	5,076 +162	+3%	+$20.6K	0.12%	192
2025 Q4	$591K	Buy	4,914 +946	+24%	+$113K	0.12%	186
2025 Q3	$472K	Sell	3,968 -300	-7%	-$34.5K	0.09%	215
2025 Q2	$466K	Buy	4,268 +1,378	+48%	+$142K	0.1%	194
2025 Q1	$302K	Buy	+2,890	New	+$326K	0.1%	168
2021 Q1	–	Sell	-3,375	Closed	-$310K	–	132
2020 Q4	$310K	Sell	3,375 -639	-16%	-$52.5K	0.16%	112
2020 Q3	$282K	Buy	4,014 +54	+1%	+$3.87K	0.12%	92
2020 Q2	$277K	Buy	+3,960	New	+$250K	0.11%	89
2019 Q2	–	Sell	-3,925	Closed	-$303K	–	135
2019 Q1	$303K	Buy	+3,925	New	+$301K	0.09%	97

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

VisionPoint Advisory Group's IJR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q3 2026, selling an estimated $165K and leaving 4,656 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #203.

VisionPoint Advisory Group first reported a position in IJR in Q1 2019 and has held it in 11 quarters since. The position peaked at $859K in Q2 2026. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

VisionPoint Advisory Group held 4,656 shares of iShares Core S&P Small-Cap ETF worth $633K as of Q3 2026.
VisionPoint Advisory Group sold 1,139 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $165K.
iShares Core S&P Small-Cap ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #203 holding.
VisionPoint Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 11 quarters since.
VisionPoint Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $859K in Q2 2026.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.