Alpha Financial Partners
IJR icon

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

Alpha Financial 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
Q3 		$3.8M Buy
27,915
+375
+1% +$54.3K 1.93% 11
2026
Q2 		$4.08M Sell
27,540
-3,810
-12% -$523K 2.15% 10
2026
Q1 		$3.9M Sell
31,350
-1,117
-3% -$142K 2.31% 10
2025
Q4 		$3.9M Sell
32,467
-913
-3% -$109K 2.38% 11
2025
Q3 		$3.97M Buy
33,380
+435
+1% +$50K 2.58% 7
2025
Q2 		$3.6M Sell
32,945
-550
-2% -$56.9K 2.59% 7
2025
Q1 		$3.5M Sell
33,495
-937
-3% -$106K 2.81% 7
2024
Q4 		$3.97M Buy
34,432
+32,046
+1,343% +$3.83M 3.14% 6
2024
Q3 		$279K Sell
2,386
-25,127
-91% -$2.84M 0.2% 80
2024
Q2 		$2.93M Buy
27,513
+42
+0.2% +$4.49K 2.54% 8
2024
Q1 		$3.04M Buy
27,471
+983
+4% +$104K 2.76% 8
2023
Q4 		$2.87M Buy
26,488
+3,002
+13% +$289K 2.83% 7
2023
Q3 		$2.22M Buy
23,486
+5,309
+29% +$530K 2.57% 10
2023
Q2 		$1.81M Sell
18,177
-1,893
-9% -$180K 1.93% 10
2023
Q1 		$1.94M Buy
20,070
+211
+1% +$21.1K 2.18% 9
2022
Q4 		$1.88M Buy
+19,859
New +$1.9M 2.28% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Alpha Financial Partners's IJR Position: Q3 2026 in Review

Alpha Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q3 2026, buying an estimated $54.3K and bringing the position to 27,915 shares worth $3.8M. The position accounts for 1.93% of the portfolio, ranked #11.

Alpha Financial Partners first reported a position in IJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.08M in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Alpha Financial Partners held 27,915 shares of iShares Core S&P Small-Cap ETF worth $3.8M as of Q3 2026.
  • Alpha Financial Partners bought 375 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $54.3K.
  • iShares Core S&P Small-Cap ETF made up 1.93% of Alpha Financial Partners's portfolio in Q3 2026, its #11 holding.
  • Alpha Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Alpha Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $4.08M in Q2 2026.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.