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

Americana 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	$7.47M	Buy	50,377 +2,701	+6%	+$371K	0.17%	110
2026 Q1	$5.93M	Sell	47,676 -14,960	-24%	-$1.9M	0.15%	112
2025 Q4	$7.53M	Buy	62,636 +371	+0.6%	+$44.4K	0.21%	103
2025 Q3	$7.4M	Buy	62,265 +753	+1%	+$86.6K	0.22%	92
2025 Q2	$6.72M	Buy	61,512 +1,560	+3%	+$161K	0.23%	94
2025 Q1	$6.27M	Buy	59,952 +3,620	+6%	+$408K	0.24%	90
2024 Q4	$6.49M	Buy	56,332 +1,453	+3%	+$174K	0.26%	92
2024 Q3	$6.42M	Buy	54,879 +4,668	+9%	+$527K	0.44%	63
2024 Q2	$5.36M	Buy	50,211 +3,755	+8%	+$402K	0.42%	63
2024 Q1	$5.13M	Buy	46,456 +3,348	+8%	+$356K	0.43%	65
2023 Q4	$4.68M	Sell	43,108 -175	-0.4%	-$16.9K	0.45%	67
2023 Q3	$4M	Buy	43,283 +8,717	+25%	+$871K	0.43%	64
2023 Q2	$3.44M	Buy	34,566 +25,880	+298%	+$2.46M	0.44%	60
2023 Q1	$840K	Buy	+8,686	New	+$868K	0.13%	141
2020 Q1	–	Sell	-10,041	Closed	-$841K	–	295
2019 Q4	$841K	Buy	+10,041	New	+$808K	0.47%	33

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

Americana Partners's IJR Position: Q2 2026 in Review

Americana Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, buying an estimated $371K and bringing the position to 50,377 shares worth $7.47M. The position accounts for 0.17% of the portfolio, ranked #110.

Americana Partners first reported a position in IJR in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.53M in Q4 2025. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Americana Partners held 50,377 shares of iShares Core S&P Small-Cap ETF worth $7.47M as of Q2 2026.
Americana Partners bought 2,701 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $371K.
iShares Core S&P Small-Cap ETF made up 0.17% of Americana Partners's portfolio in Q2 2026, its #110 holding.
Americana Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Americana Partners's iShares Core S&P Small-Cap ETF position peaked at $7.53M in Q4 2025.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.