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

Columbia Advisory 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 Q1	–	Sell	-3,536	Closed	-$425K	–	102
2025 Q4	$425K	Hold	3,536	–	–	0.29%	47
2025 Q3	$420K	Hold	3,536	–	–	0.29%	49
2025 Q2	$386K	Buy	+3,536	New	+$366K	0.29%	52
2023 Q2	–	Sell	-3,174	Closed	-$307K	–	60
2023 Q1	$307K	Buy	3,174 +3	+0.1%	+$300	0.29%	45
2022 Q4	$300K	Buy	+3,171	New	+$304K	0.29%	41

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

Columbia Advisory Partners's IJR Position: Q1 2026 in Review

Columbia Advisory Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 3,536 shares — an estimated $425K sold.

Columbia Advisory Partners first reported a position in IJR in Q4 2022 and held it in 5 quarters. The position peaked at $425K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Columbia Advisory Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Columbia Advisory Partners sold 3,536 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $425K.
Columbia Advisory Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 5 quarters.
Columbia Advisory Partners's iShares Core S&P Small-Cap ETF position peaked at $425K in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.