James T. Borello RIA’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

James T. Borello RIA’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	$100K	Hold	737	–	–	0.02%	172
2026 Q2	$109K	Hold	737	–	–	0.02%	159
2026 Q1	$91.6K	Hold	737	–	–	0.02%	159
2025 Q4	$88.6K	Buy	737 +108	+17%	+$12.9K	0.02%	143
2025 Q3	$74.7K	Sell	629 -297	-32%	-$34.2K	0.02%	142
2025 Q2	$101K	Buy	926 +159	+21%	+$16.4K	0.03%	115
2025 Q1	$80.2K	Sell	767 -17	-2%	-$1.92K	0.03%	115
2024 Q4	$90.3K	Hold	784	–	–	0.03%	100
2024 Q3	$91.7K	Hold	784	–	–	0.04%	89
2024 Q2	$83.6K	Hold	784	–	–	0.04%	87
2024 Q1	$86.6K	Hold	784	–	–	0.04%	86
2023 Q4	$84.9K	Buy	+784	New	+$75.6K	0.07%	63

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

James T. Borello RIA's IJR Position: Q3 2026 in Review

James T. Borello RIA held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2026 at 737 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #172.

James T. Borello RIA first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $109K in Q2 2026. 828 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

James T. Borello RIA held 737 shares of iShares Core S&P Small-Cap ETF worth $100K as of Q3 2026.
James T. Borello RIA left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Small-Cap ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #172 holding.
James T. Borello RIA first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's iShares Core S&P Small-Cap ETF position peaked at $109K in Q2 2026.
828 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.