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

Core 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	$421K	Hold	2,840	–	–	0.18%	112
2026 Q1	$353K	Hold	2,840	–	–	0.16%	117
2025 Q4	$341K	Hold	2,840	–	–	0.15%	116
2025 Q3	$337K	Buy	2,840 +176	+7%	+$20.2K	0.15%	115
2025 Q2	$291K	Hold	2,664	–	–	0.15%	124
2025 Q1	$279K	Hold	2,664	–	–	0.16%	127
2024 Q4	$307K	Hold	2,664	–	–	0.18%	121
2024 Q3	$312K	Hold	2,664	–	–	0.19%	111
2024 Q2	$284K	Buy	2,664 +50	+2%	+$5.35K	0.19%	105
2024 Q1	$289K	Buy	+2,614	New	+$278K	0.22%	90

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Core Wealth Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,840 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #112.

Core Wealth Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Core Wealth Partners held 2,840 shares of iShares Core S&P Small-Cap ETF worth $421K as of Q2 2026.
Core 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 0.18% of Core Wealth Partners's portfolio in Q2 2026, its #112 holding.
Core Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.