17 Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

17 Capital Partners’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 Q2	$685K	Buy	4,619 +251	+6%	+$34.4K	0.31%	107
2026 Q1	$543K	Buy	+4,368	New	+$555K	0.28%	117
2025 Q2	–	Sell	-5,804	Closed	-$607K	–	148
2025 Q1	$607K	Buy	5,804 +844	+17%	+$95.2K	0.39%	81
2024 Q4	$571K	Buy	4,960 +668	+16%	+$79.8K	0.36%	85
2024 Q3	$502K	Buy	4,292 +232	+6%	+$26.2K	0.33%	88
2024 Q2	$433K	Buy	4,060 +178	+5%	+$19K	0.31%	90
2024 Q1	$429K	Buy	+3,882	New	+$412K	0.32%	81

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

17 Capital Partners's IJR Position: Q2 2026 in Review

17 Capital Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, buying an estimated $34.4K and bringing the position to 4,619 shares worth $685K. The position accounts for 0.31% of the portfolio, ranked #107.

17 Capital Partners first reported a position in IJR in Q1 2024 and has held it in 7 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

17 Capital Partners held 4,619 shares of iShares Core S&P Small-Cap ETF worth $685K as of Q2 2026.
17 Capital Partners bought 251 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $34.4K.
iShares Core S&P Small-Cap ETF made up 0.31% of 17 Capital Partners's portfolio in Q2 2026, its #107 holding.
17 Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 7 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 17 Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.