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

CFM 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 		$531K Hold
3,577
– – 0.07% 97
2026
Q1 		$445K Hold
3,577
– – 0.07% 110
2025
Q4 		$430K Hold
3,577
– – 0.06% 107
2025
Q3 		$425K Hold
3,577
– – 0.06% 109
2025
Q2 		$391K Sell
3,577
-124
-3% -$12.8K 0.06% 101
2025
Q1 		$387K Buy
3,701
+149
+4% +$16.8K 0.07% 107
2024
Q4 		$409K Hold
3,552
– – 0.07% 103
2024
Q3 		$415K Buy
3,552
+183
+5% +$20.7K 0.07% 109
2024
Q2 		$359K Hold
3,369
– – 0.07% 117
2024
Q1 		$372K Sell
3,369
-1,055
-24% -$112K 0.07% 118
2023
Q4 		$479K Hold
4,424
– – 0.11% 115
2023
Q3 		$417K Hold
4,424
– – 0.11% 108
2023
Q2 		$441K Sell
4,424
-179
-4% -$17K 0.11% 120
2023
Q1 		$445K Sell
4,603
-146
-3% -$14.6K 0.12% 114
2022
Q4 		$449K Hold
4,749
– – 0.13% 116
2022
Q3 		$414K Buy
4,749
+899
+23% +$87.3K 0.13% 111
2022
Q2 		$356K Sell
3,850
-59
-2% -$5.87K 0.11% 126
2022
Q1 		$422K Hold
3,909
– – 0.1% 127
2021
Q4 		$453K Buy
3,909
+131
+3% +$14.9K 0.1% 117
2021
Q3 		$412K Hold
3,778
– – 0.1% 121
2021
Q2 		$427K Buy
3,778
+135
+4% +$15.1K 0.11% 109
2021
Q1 		$395K Buy
3,643
+1,203
+49% +$126K 0.12% 108
2020
Q4 		$224K Buy
+2,440
New +$200K 0.07% 147
2020
Q3 		– Sell
-2,175
Closed -$148K – 303
2020
Q2 		$148K Hold
2,175
– – 0.06% 170
2020
Q1 		$122K Buy
2,175
+1,024
+89% +$76.3K 0.06% 176
2019
Q4 		$98K Buy
+1,151
New +$92.6K 0.04% 211

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CFM Wealth Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,577 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #97.

CFM Wealth Partners first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • CFM Wealth Partners held 3,577 shares of iShares Core S&P Small-Cap ETF worth $531K as of Q2 2026.
  • CFM Wealth Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.07% of CFM Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • CFM Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.