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

Concord 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 		$326K Sell
2,197
-66
-3% -$9.06K 0.04% 175
2026
Q1 		$281K Sell
2,263
-42
-2% -$5.34K 0.04% 171
2025
Q4 		$277K Buy
2,305
+2
+0.1% +$239 0.04% 169
2025
Q3 		$274K Sell
2,303
-958
-29% -$110K 0.04% 171
2025
Q2 		$356K Sell
3,261
-60
-2% -$6.2K 0.05% 163
2025
Q1 		$347K Sell
3,321
-109
-3% -$12.3K 0.06% 159
2024
Q4 		$395K Sell
3,430
-318
-8% -$38K 0.06% 158
2024
Q3 		$438K Buy
3,748
+100
+3% +$11.3K 0.07% 147
2024
Q2 		$389K Sell
3,648
-90
-2% -$9.63K 0.07% 152
2024
Q1 		$413K Buy
3,738
+34
+0.9% +$3.61K 0.07% 158
2023
Q4 		$401K Sell
3,704
-33
-0.9% -$3.18K 0.08% 144
2023
Q3 		$353K Buy
3,737
+1,236
+49% +$123K 0.07% 144
2023
Q2 		$249K Buy
2,501
+273
+12% +$26K 0.05% 176
2023
Q1 		$215K Sell
2,228
-531
-19% -$53.1K 0.06% 153
2022
Q4 		$261K Buy
2,759
+388
+16% +$37.2K 0.08% 137
2022
Q3 		$207K Sell
2,371
-218
-8% -$21.2K 0.07% 153
2022
Q2 		$239K Buy
2,589
+60
+2% +$5.97K 0.07% 143
2022
Q1 		$273K Buy
2,529
+170
+7% +$18.3K 0.07% 145
2021
Q4 		$270K Buy
2,359
+2,354
+47,080% +$268K 0.07% 149
2021
Q3 		$1K Hold
5
– – ﹤0.01% 840
2021
Q2 		$1K Hold
5
– – ﹤0.01% 974
2021
Q1 		$1K Sell
5
-350
-99% -$36.6K ﹤0.01% 918
2020
Q4 		$33K Buy
+355
New +$29.2K 0.03% 254

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 22.96% 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

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

Concord Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, selling an estimated $9.06K and leaving 2,197 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #175.

Concord Wealth Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $438K in Q3 2024. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Concord Wealth Partners held 2,197 shares of iShares Core S&P Small-Cap ETF worth $326K as of Q2 2026.
  • Concord Wealth Partners sold 66 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $9.06K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Concord Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $438K in Q3 2024.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.