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

71 West 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	$1.19M	Sell	8,055 -783	-9%	-$107K	0.04%	118
2026 Q1	$1.1M	Buy	8,838 +4,270	+93%	+$542K	0.05%	93
2025 Q4	$549K	Buy	+4,568	New	+$546K	0.03%	132

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 22.9% 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

71 West Capital Partners's IJR Position: Q2 2026 in Review

71 West Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.9% in Q2 2026, selling an estimated $107K and leaving 8,055 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #118.

71 West Capital Partners first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

71 West Capital Partners held 8,055 shares of iShares Core S&P Small-Cap ETF worth $1.19M as of Q2 2026.
71 West Capital Partners sold 783 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Small-Cap ETF made up 0.04% of 71 West Capital Partners's portfolio in Q2 2026, its #118 holding.
71 West Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.