Wiser Wealth Management
IJR icon

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

Wiser 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 		$3.77M Buy
27,699
+746
+3% +$108K 0.68% 15
2026
Q2 		$4M Sell
26,953
-433
-2% -$59.4K 0.76% 14
2026
Q1 		$3.4M Sell
27,386
-641
-2% -$81.4K 0.73% 14
2025
Q4 		$3.37M Buy
28,027
+695
+3% +$83.1K 0.75% 13
2025
Q3 		$3.25M Sell
27,332
-446
-2% -$51.3K 0.74% 13
2025
Q2 		$3.04M Buy
27,778
+3,366
+14% +$348K 0.76% 13
2025
Q1 		$2.55M Buy
24,412
+1,818
+8% +$205K 0.72% 13
2024
Q4 		$2.6M Buy
22,594
+719
+3% +$85.9K 0.73% 13
2024
Q3 		$2.56M Buy
21,875
+411
+2% +$46.4K 0.73% 13
2024
Q2 		$2.29M Buy
21,464
+591
+3% +$63.2K 0.71% 14
2024
Q1 		$2.31M Sell
20,873
-219
-1% -$23.3K 0.76% 12
2023
Q4 		$2.21M Sell
21,092
-6,967
-25% -$671K 0.8% 14
2023
Q3 		$2.65M Buy
28,059
+813
+3% +$81.2K 1.08% 13
2023
Q2 		$2.72M Buy
27,246
+486
+2% +$46.3K 1.09% 15
2023
Q1 		$2.59M Sell
26,760
-2,189
-8% -$219K 1.11% 15
2022
Q4 		$2.74M Buy
28,949
+6,672
+30% +$640K 1.27% 14
2022
Q3 		$1.94M Sell
22,277
-106
-0.5% -$10.3K 1.01% 16
2022
Q2 		$2.07M Sell
22,383
-104,188
-82% -$10.4M 1.07% 18
2022
Q1 		$13.7M Buy
126,571
+14,140
+13% +$1.53M 6.3% 5
2021
Q4 		$12.9M Buy
112,431
+5,358
+5% +$611K 6.29% 5
2021
Q3 		$11.7M Buy
107,073
+14,228
+15% +$1.57M 6.23% 6
2021
Q2 		$10.5M Buy
92,845
+7,081
+8% +$790K 6.39% 6
2021
Q1 		$9.31M Sell
85,764
-14,568
-15% -$1.52M 6.39% 6
2020
Q4 		$9.22M Buy
+100,332
New +$8.24M 6.91% 5

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

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

Wiser Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.8% in Q3 2026, buying an estimated $108K and bringing the position to 27,699 shares worth $3.77M. The position accounts for 0.68% of the portfolio, ranked #15.

Wiser Wealth Management first reported a position in IJR in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Wiser Wealth Management held 27,699 shares of iShares Core S&P Small-Cap ETF worth $3.77M as of Q3 2026.
  • Wiser Wealth Management bought 746 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $108K.
  • iShares Core S&P Small-Cap ETF made up 0.68% of Wiser Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Wiser Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Wiser Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $13.7M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.