Financial Synergies Wealth Advisors 13F: New $302K Stake in IJR

Financial Synergies Wealth Advisors opened a new position in the iShares Core S&P Small-Cap ETF (IJR) in a filing on October 16, 2026. The firm acquired 2,221 shares, valued at approximately $302,154. This is the first time the firm has held shares in this ETF.

What Changed in Financial Synergies Wealth Advisors' Position

Financial Synergies Wealth Advisors has established a brand-new stake in IJR, acquiring 2,221 shares. This represents an initial investment in the small-cap ETF, allowing the firm to participate in the performance of the broader small-cap market.

Other Institutional Activity in IJR

Recently, Kmg Fiduciary Partners trimmed its stake in IJR by 4,016 shares, which equated to a 3.4% decrease in its holdings. This suggests a strategic repositioning among some institutional investors in the small-cap space, highlighting how different funds are adjusting their exposure.

iShares Core S&P Small-Cap ETF Stock Down 1.2%

As of October 16, 2026, IJR was trading at a recent price of $135.60. This level is approximately 10% below its 52-week high of $150.69 and also below its 50-day moving average of $142.44 and 200-day moving average of $136.37. The stock has gained attention as it remains above its 52-week low of $112.00, reflecting some resilience in the small-cap sector despite the recent pullback.

Recent Earnings

The iShares Core S&P Small-Cap ETF, which tracks the performance of the small-cap sector of the U.S. equity market, has a P/E ratio of 17.15.

About iShares Core S&P Small-Cap ETF

The iShares Core S&P Small-Cap ETF seeks to mirror the investment results of the S&P SmallCap 600 index. This index measures the performance of small-cap securities from a wide range of industries in the U.S. equity market. Its recent performance and appeal among various institutional investors like Financial Synergies Wealth Advisors reflect ongoing interest in small-cap equities.

Bottom Line

As of now, IJR is navigating lower trading levels compared to its recent highs, making it an interesting focal point for investors. Financial Synergies Wealth Advisors’ new investment, coupled with other institutional actions like Kmg Fiduciary Partners’ reduction, may signal shifting strategies in the small-cap investment landscape. Keep an eye on upcoming filings and performance updates on this ETF for further developments. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.