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

Balboa Wealth 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	$652K	Sell	4,399 -299	-6%	-$41K	0.09%	187
2026 Q1	$584K	Buy	4,698 +410	+10%	+$52.1K	0.1%	174
2025 Q4	$515K	Buy	4,288 +4	+0.1%	+$478	0.09%	189
2025 Q3	$509K	Buy	4,284 +923	+27%	+$106K	0.09%	180
2025 Q2	$367K	Buy	3,361 +249	+8%	+$25.7K	0.07%	208
2025 Q1	$325K	Buy	3,112 +211	+7%	+$23.8K	0.08%	181
2024 Q4	$334K	Buy	+2,901	New	+$347K	0.08%	194
2023 Q2	–	Sell	-4,094	Closed	-$396K	–	316
2023 Q1	$396K	Sell	4,094 -30	-0.7%	-$3K	0.15%	132
2022 Q4	$390K	Buy	4,124 +20	+0.5%	+$1.92K	0.18%	129
2022 Q3	$358K	Buy	+4,104	New	+$399K	0.16%	117

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

Balboa Wealth Partners's IJR Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.4% in Q2 2026, selling an estimated $41K and leaving 4,399 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #187.

Balboa Wealth Partners first reported a position in IJR in Q3 2022 and has held it in 10 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Balboa Wealth Partners held 4,399 shares of iShares Core S&P Small-Cap ETF worth $652K as of Q2 2026.
Balboa Wealth Partners sold 299 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $41K.
iShares Core S&P Small-Cap ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #187 holding.
Balboa Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 10 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.