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

Whalen 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	$402K	Buy	2,952 +477	+19%	+$69K	0.17%	139
2026 Q2	$367K	Buy	2,475 +767	+45%	+$105K	0.17%	145
2026 Q1	$212K	Sell	1,708 -85	-5%	-$10.8K	0.11%	171
2025 Q4	$216K	Buy	1,793 +93	+5%	+$11.1K	0.12%	184
2025 Q3	$202K	Buy	+1,700	New	+$196K	0.12%	170

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

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

Whalen Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q3 2026, buying an estimated $69K and bringing the position to 2,952 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #139.

Whalen Wealth Management first reported a position in IJR in Q3 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Whalen Wealth Management held 2,952 shares of iShares Core S&P Small-Cap ETF worth $402K as of Q3 2026.
Whalen Wealth Management bought 477 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $69K.
iShares Core S&P Small-Cap ETF made up 0.17% of Whalen Wealth Management's portfolio in Q3 2026, its #139 holding.
Whalen Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.