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

Canopy 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 		$4.84M Sell
32,624
-508
-2% -$69.7K 1.46% 14
2026
Q1 		$4.12M Sell
33,132
-535
-2% -$68K 1.41% 17
2025
Q4 		$4.05M Sell
33,667
-200
-0.6% -$23.9K 1.32% 17
2025
Q3 		$4.02M Sell
33,867
-190
-0.6% -$21.9K 1.34% 18
2025
Q2 		$3.72M Sell
34,057
-364
-1% -$37.6K 1.37% 18
2025
Q1 		$3.6M Sell
34,421
-989
-3% -$112K 1.4% 18
2024
Q4 		$4.08M Hold
35,410
– – 1.56% 16
2024
Q3 		$4.14M Buy
35,410
+710
+2% +$80.2K 1.78% 15
2024
Q2 		$3.7M Buy
34,700
+365
+1% +$39.1K 1.72% 15
2024
Q1 		$3.79M Buy
34,335
+1,171
+4% +$124K 1.85% 13
2023
Q4 		$3.59M Buy
+33,164
New +$3.2M 2.19% 11

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Canopy Partners's IJR Position: Q2 2026 in Review

Canopy Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q2 2026, selling an estimated $69.7K and leaving 32,624 shares worth $4.84M. The position accounts for 1.46% of the portfolio, ranked #14.

Canopy Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Canopy Partners held 32,624 shares of iShares Core S&P Small-Cap ETF worth $4.84M as of Q2 2026.
  • Canopy Partners sold 508 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $69.7K.
  • iShares Core S&P Small-Cap ETF made up 1.46% of Canopy Partners's portfolio in Q2 2026, its #14 holding.
  • Canopy Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.