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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Financial Partners's IJR Position: Q1 2026 in Review

Alpha Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q1 2026, selling an estimated $142K and leaving 31,350 shares worth $3.9M. The position accounts for 2.31% of the portfolio, ranked #10.

Alpha Financial Partners first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.97M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Alpha Financial Partners held 31,350 shares of iShares Core S&P Small-Cap ETF worth $3.9M as of Q1 2026.
Alpha Financial Partners sold 1,117 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $142K.
iShares Core S&P Small-Cap ETF made up 2.31% of Alpha Financial Partners's portfolio in Q1 2026, its #10 holding.
Alpha Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $3.97M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.