3Chopt Investment Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

3Chopt Investment 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	$831K	Hold	5,600	–	–	0.16%	115
2026 Q1	$696K	Buy	5,600 +450	+9%	+$57.2K	0.16%	111
2025 Q4	$619K	Hold	5,150	–	–	0.14%	123
2025 Q3	$612K	Sell	5,150 -54	-1%	-$6.21K	0.14%	122
2025 Q2	$569K	Hold	5,204	–	–	0.14%	125
2025 Q1	$544K	Buy	+5,204	New	+$587K	0.14%	129
2024 Q3	–	Sell	-4,895	Closed	-$522K	–	119
2024 Q2	$522K	Buy	+4,895	New	+$524K	0.16%	116
2024 Q1	–	Sell	-5,012	Closed	-$543K	–	110
2023 Q4	$543K	Buy	+5,012	New	+$483K	0.2%	99

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

3Chopt Investment Partners's IJR Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 5,600 shares worth $831K. The position accounts for 0.16% of the portfolio, ranked #115.

3Chopt Investment Partners first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

3Chopt Investment Partners held 5,600 shares of iShares Core S&P Small-Cap ETF worth $831K as of Q2 2026.
3Chopt Investment Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.16% of 3Chopt Investment Partners's portfolio in Q2 2026, its #115 holding.
3Chopt Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.