A detailed history of Sherman Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sherman Wealth Management LLC holds 12,110 shares of IJR stock, worth $1.42 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
12,110
Holding current value
$1.42 Million
% of portfolio
1.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

BUY
$114.27 - $121.15 $61,934 - $65,663
542 Added 4.48%
12,652 $1.52 Billion
Q4 2025

Jan 13, 2026

BUY
$114.27 - $121.15 $1.38 Million - $1.47 Million
12,110 New
12,110 $1.44 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Sherman Wealth Management LLC Portfolio

Follow Sherman Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sherman Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sherman Wealth Management LLC with notifications on news.