Weaver Consulting Group
IJR icon

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

Weaver Consulting 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 		$795K Buy
5,846
+3,671
+169% +$531K 0.15% 127
2026
Q2 		$323K Buy
2,175
+5
+0.2% +$686 0.07% 216
2026
Q1 		$270K Sell
2,170
-259
-11% -$32.9K 0.06% 222
2025
Q4 		$292K Sell
2,429
-2
-0.1% -$239 0.07% 202
2025
Q3 		$289K Hold
2,431
– – 0.07% 196
2025
Q2 		$266K Sell
2,431
-224
-8% -$23.2K 0.07% 197
2025
Q1 		$278K Buy
2,655
+208
+9% +$23.5K 0.08% 176
2024
Q4 		$282K Buy
2,447
+227
+10% +$27.1K 0.09% 168
2024
Q3 		$260K Buy
2,220
+302
+16% +$34.1K 0.08% 183
2024
Q2 		$205K Sell
1,918
-57
-3% -$6.1K 0.07% 193
2024
Q1 		$218K Buy
1,975
+6
+0.3% +$637 0.08% 188
2023
Q4 		$213K Buy
+1,969
New +$190K 0.09% 181
2023
Q2 		– Sell
-2,382
Closed -$230K – 186
2023
Q1 		$230K Sell
2,382
-27
-1% -$2.7K 0.11% 160
2022
Q4 		$228K Sell
2,409
-635
-21% -$60.9K 0.12% 155
2022
Q3 		$265K Buy
3,044
+373
+14% +$36.2K 0.15% 129
2022
Q2 		$247K Sell
2,671
-441
-14% -$43.9K 0.14% 137
2022
Q1 		$336K Buy
3,112
+243
+8% +$26.2K 0.16% 122
2021
Q4 		$328K Buy
+2,869
New +$327K 0.16% 122
2020
Q4 		– Sell
-54
Closed -$4K – 489
2020
Q3 		$4K Hold
54
– – ﹤0.01% 731
2020
Q2 		$4K Hold
54
– – ﹤0.01% 704
2020
Q1 		$3K Hold
54
– – ﹤0.01% 652
2019
Q4 		$4K Sell
54
-146
-73% -$11.7K ﹤0.01% 647
2019
Q3 		$16K Hold
200
– – 0.01% 388
2019
Q2 		$16K Hold
200
– – 0.01% 371
2019
Q1 		$15K Buy
+200
New +$15.4K ﹤0.01% 812

Other funds holding IJR

Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
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
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Weaver Consulting Group's IJR Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 169% in Q3 2026, buying an estimated $531K and bringing the position to 5,846 shares worth $795K. The position accounts for 0.15% of the portfolio, ranked #127.

Weaver Consulting Group first reported a position in IJR in Q1 2019 and has held it in 25 quarters since. 1,213 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Weaver Consulting Group held 5,846 shares of iShares Core S&P Small-Cap ETF worth $795K as of Q3 2026.
  • Weaver Consulting Group bought 3,671 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $531K.
  • iShares Core S&P Small-Cap ETF made up 0.15% of Weaver Consulting Group's portfolio in Q3 2026, its #127 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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