Wealth Quarterback
IJR icon

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

Wealth Quarterback’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 		$207K Sell
1,518
-30
-2% -$4.34K 0.06% 171
2026
Q2 		$230K Buy
+1,548
New +$212K 0.07% 159
2025
Q4 		– Sell
-1,911
Closed -$227K – 156
2025
Q3 		$227K Buy
1,911
+6
+0.3% +$690 0.09% 143
2025
Q2 		$208K Sell
1,905
-868
-31% -$89.7K 0.1% 134
2025
Q1 		$290K Sell
2,773
-721
-21% -$81.4K 0.16% 100
2024
Q4 		$403K Sell
3,494
-208
-6% -$24.8K 0.19% 80
2024
Q3 		$433K Buy
3,702
+113
+3% +$12.8K 0.23% 79
2024
Q2 		$383K Buy
3,589
+83
+2% +$8.88K 0.22% 79
2024
Q1 		$388K Sell
3,506
-1,489
-30% -$158K 0.22% 80
2023
Q4 		$541K Sell
4,995
-392
-7% -$37.8K 0.33% 70
2023
Q3 		$508K Sell
5,387
-875
-14% -$87.4K 0.44% 63
2023
Q2 		$624K Sell
6,262
-964
-13% -$91.8K 0.43% 42
2023
Q1 		$699K Sell
7,226
-59
-0.8% -$5.9K 0.59% 36
2022
Q4 		$689K Sell
7,285
-460
-6% -$44.1K 0.57% 40
2022
Q3 		$675K Sell
7,745
-1,386
-15% -$135K 0.72% 39
2022
Q2 		$844K Buy
+9,131
New +$908K 0.66% 37
2021
Q3 		$1.92M Sell
18,017
-10
-0.1% -$1.1K 1.28% 12
2021
Q2 		$2.04M Buy
+18,027
New +$2.01M 1.24% 13
2020
Q4 		$1.52M Sell
16,499
-1,910
-10% -$157K 1.26% 17
2020
Q3 		$1.26M Hold
18,409
– – 1.15% 23
2020
Q2 		$1.26M Sell
18,409
-495
-3% -$31.3K 1.15% 23
2020
Q1 		$1.07M Sell
18,904
-1,659
-8% -$124K 0.98% 27
2019
Q4 		$1.18M Buy
+20,563
New +$1.65M 1.03% 25

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Wealth Quarterback's IJR Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q3 2026, selling an estimated $4.34K and leaving 1,518 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #171.

Wealth Quarterback first reported a position in IJR in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.04M in Q2 2021. 1,062 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Wealth Quarterback held 1,518 shares of iShares Core S&P Small-Cap ETF worth $207K as of Q3 2026.
  • Wealth Quarterback sold 30 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.34K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Wealth Quarterback's portfolio in Q3 2026, its #171 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares Core S&P Small-Cap ETF position peaked at $2.04M in Q2 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.