World Equity Group
IJR icon

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

World Equity 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 		$2.28M Sell
16,783
-1,130
-6% -$164K 0.94% 21
2026
Q2 		$2.66M Sell
17,913
-593
-3% -$81.4K 0.59% 35
2026
Q1 		$2.3M Sell
18,506
-28
-0.2% -$3.56K 0.6% 34
2025
Q4 		$2.23M Buy
18,534
+290
+2% +$34.7K 0.62% 31
2025
Q3 		$2.17M Sell
18,244
-656
-3% -$75.4K 0.49% 39
2025
Q2 		$2.07M Buy
18,900
+38
+0.2% +$3.93K 0.56% 35
2025
Q1 		$1.98M Sell
18,862
-19,330
-51% -$2.18M 0.57% 38
2024
Q4 		$4.4M Buy
38,192
+19,582
+105% +$2.34M 0.94% 22
2024
Q3 		$2.18M Buy
18,610
+1,228
+7% +$139K 0.79% 29
2024
Q2 		$1.85M Sell
17,382
-15,722
-47% -$1.68M 0.55% 45
2024
Q1 		$3.67M Sell
33,104
-14,660
-31% -$1.56M 0.75% 29
2023
Q4 		$5.18M Sell
47,764
-15,926
-25% -$1.53M 1.04% 15
2023
Q3 		$6M Buy
63,690
+54,705
+609% +$5.46M 1.25% 10
2023
Q2 		$895K Sell
8,985
-21,289
-70% -$2.03M 0.26% 100
2023
Q1 		$3.37M Buy
30,274
+13,225
+78% +$1.32M 0.5% 47
2022
Q4 		$1.61M Sell
17,049
-454
-3% -$43.5K 0.38% 75
2022
Q3 		$1.53M Buy
17,503
+7,658
+78% +$744K 0.39% 70
2022
Q2 		$910K Sell
9,845
-3,621
-27% -$360K 0.23% 119
2022
Q1 		$1.45M Buy
+13,466
New +$1.45M 0.31% 88

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
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
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

World Equity Group's IJR Position: Q3 2026 in Review

World Equity Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q3 2026, selling an estimated $164K and leaving 16,783 shares worth $2.28M. The position accounts for 0.94% of the portfolio, ranked #21.

World Equity Group first reported a position in IJR in Q1 2022 and has held it in 19 quarters since. The position peaked at $6M in Q3 2023. 790 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • World Equity Group held 16,783 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q3 2026.
  • World Equity Group sold 1,130 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $164K.
  • iShares Core S&P Small-Cap ETF made up 0.94% of World Equity Group's portfolio in Q3 2026, its #21 holding.
  • World Equity Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's iShares Core S&P Small-Cap ETF position peaked at $6M in Q3 2023.
  • 790 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.