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

Clark 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 		– Sell
-3
Closed -$373 – 609
2026
Q1 		$373 Buy
+3
New +$381 ﹤0.01% 576

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clark Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 3 shares — an estimated $373 sold.

Clark Wealth Partners first reported a position in IJR in Q1 2026 and held it in 1 quarter. The position peaked at $373 in Q1 2026. 2,757 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Clark Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 3 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $373.
  • Clark Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Clark Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $373 in Q1 2026.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.