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

Wedmont Private Capital’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 		$6.65M Buy
48,463
+2,990
+7% +$433K 0.16% 86
2026
Q2 		$6.62M Buy
45,473
+4,060
+10% +$557K 0.18% 74
2026
Q1 		$5.38M Buy
41,413
+1,433
+4% +$182K 0.17% 73
2025
Q4 		$4.95M Buy
39,980
+1,217
+3% +$146K 0.17% 75
2025
Q3 		$4.58M Sell
38,763
-3,367
-8% -$387K 0.17% 75
2025
Q2 		$4.76M Sell
42,130
-1,284
-3% -$133K 0.2% 68
2025
Q1 		$4.14M Buy
43,414
+19,153
+79% +$2.16M 0.21% 65
2024
Q4 		$2.74M Buy
24,261
+2,059
+9% +$246K 0.14% 85
2024
Q3 		$2.55M Buy
22,202
+63
+0.3% +$7.12K 0.15% 83
2024
Q2 		$2.46M Buy
22,139
+897
+4% +$96K 0.16% 82
2024
Q1 		$2.31M Sell
21,242
-32
-0.2% -$3.4K 0.17% 79
2023
Q4 		$2.26M Sell
21,274
-3,170
-13% -$306K 0.18% 77
2023
Q3 		$2.27M Buy
24,444
+4,048
+20% +$404K 0.23% 71
2023
Q2 		$2.07M Buy
20,396
+2,282
+13% +$217K 0.22% 71
2023
Q1 		$1.73M Buy
18,114
+404
+2% +$40.4K 0.23% 68
2022
Q4 		$1.72M Buy
17,710
+1,174
+7% +$113K 0.26% 64
2022
Q3 		$1.44M Buy
16,536
+1,800
+12% +$175K 0.29% 56
2022
Q2 		$1.36M Sell
14,736
-5,685
-28% -$565K 0.29% 60
2022
Q1 		$2.22M Buy
20,421
+13,810
+209% +$1.49M 0.49% 37
2021
Q4 		$747K Buy
+6,611
New +$753K 0.23% 75

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

Wedmont Private Capital's IJR Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q3 2026, buying an estimated $433K and bringing the position to 48,463 shares worth $6.65M. The position accounts for 0.16% of the portfolio, ranked #86.

Wedmont Private Capital first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Wedmont Private Capital held 48,463 shares of iShares Core S&P Small-Cap ETF worth $6.65M as of Q3 2026.
  • Wedmont Private Capital bought 2,990 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $433K.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Wedmont Private Capital's portfolio in Q3 2026, its #86 holding.
  • Wedmont Private Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.