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

AssuredPartners Investment Advisors’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	$1.32M	Sell	8,868 -1,530	-15%	-$210K	0.13%	166
2026 Q1	$1.31M	Buy	10,398 +794	+8%	+$101K	0.14%	155
2025 Q4	$1.15M	Buy	9,604 +435	+5%	+$52K	0.17%	132
2025 Q3	$1.09M	Sell	9,169 -75	-0.8%	-$8.63K	0.24%	83
2025 Q2	$1.01M	Sell	9,244 -1,099	-11%	-$114K	0.25%	72
2025 Q1	$1.08M	Buy	10,343 +319	+3%	+$36K	0.21%	121
2024 Q4	$1.15M	Buy	+10,024	New	+$1.2M	0.23%	109

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

AssuredPartners Investment Advisors's IJR Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, selling an estimated $210K and leaving 8,868 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #166.

AssuredPartners Investment Advisors first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,852 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

AssuredPartners Investment Advisors held 8,868 shares of iShares Core S&P Small-Cap ETF worth $1.32M as of Q2 2026.
AssuredPartners Investment Advisors sold 1,530 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $210K.
iShares Core S&P Small-Cap ETF made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #166 holding.
AssuredPartners Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.