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 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 $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

AssuredPartners Investment Advisors's IJR Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q1 2026, buying an estimated $101K and bringing the position to 10,398 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #155.

AssuredPartners Investment Advisors first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

AssuredPartners Investment Advisors held 10,398 shares of iShares Core S&P Small-Cap ETF worth $1.31M as of Q1 2026.
AssuredPartners Investment Advisors bought 794 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $101K.
iShares Core S&P Small-Cap ETF made up 0.14% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #155 holding.
AssuredPartners Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.