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

Almanack 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 		$2.36M Buy
+15,917
New +$2.18M 0.3% 49
2025
Q4 		– Sell
-1,829
Closed -$217K – 191
2025
Q3 		$217K Sell
1,829
-3,200
-64% -$368K 0.03% 183
2025
Q2 		$550K Buy
5,029
+2,579
+105% +$267K 0.09% 113
2025
Q1 		$256K Sell
2,450
-9,371
-79% -$1.06M 0.05% 126
2024
Q4 		$1.36M Sell
11,821
-104
-0.9% -$12.4K 0.21% 66
2024
Q3 		$1.39M Buy
11,925
+212
+2% +$24K 0.22% 62
2024
Q2 		$1.25M Sell
11,713
-120
-1% -$12.8K 0.21% 66
2024
Q1 		$1.31M Buy
11,833
+87
+0.7% +$9.24K 0.22% 63
2023
Q4 		$1.27M Sell
11,746
-1,038
-8% -$100K 0.24% 58
2023
Q3 		$1.21M Sell
12,784
-3,798
-23% -$379K 0.23% 50
2023
Q2 		$1.65M Sell
16,582
-2,976
-15% -$283K 0.29% 44
2023
Q1 		$1.89M Sell
19,558
-129
-0.7% -$12.9K 0.37% 32
2022
Q4 		$1.86M Sell
19,687
-20,190
-51% -$1.94M 0.4% 29
2022
Q3 		$3.48M Buy
39,877
+20,868
+110% +$2.03M 0.68% 15
2022
Q2 		$1.76M Sell
19,009
-176
-0.9% -$17.5K 0.18% 85
2022
Q1 		$2.07M Sell
19,185
-136
-0.7% -$14.7K 0.18% 91
2021
Q4 		$2.21M Buy
19,321
+877
+5% +$99.9K 0.18% 85
2021
Q3 		$2.01M Buy
18,444
+9,693
+111% +$1.07M 0.18% 90
2021
Q2 		$989K Hold
8,751
– – 0.09% 138
2021
Q1 		$950K Sell
8,751
-205
-2% -$21.5K 0.1% 139
2020
Q4 		$823K Buy
8,956
+193
+2% +$15.9K 0.09% 137
2020
Q3 		$718K Buy
+8,763
New +$628K 0.09% 151

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Almanack Investment Partners's IJR Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 15,917 shares worth $2.36M. The stake represents 0.3% of the portfolio and ranks #49 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in IJR as recently as Q3 2025.

Almanack Investment Partners first reported a position in IJR in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.48M in Q3 2022. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Almanack Investment Partners held 15,917 shares of iShares Core S&P Small-Cap ETF worth $2.36M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Almanack Investment Partners position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.3% of Almanack Investment Partners's portfolio in Q2 2026, its #49 holding.
  • Almanack Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • Almanack Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $3.48M in Q3 2022.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.