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

Curated 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	$320K	Hold	2,160	–	–	0.04%	161
2026 Q1	$269K	Hold	2,160	–	–	0.03%	174
2025 Q4	$260K	Buy	+2,160	New	+$258K	0.03%	173
2024 Q4	–	Sell	-1,826	Closed	-$214K	–	146
2024 Q3	$214K	Sell	1,826 -775	-30%	-$87.6K	0.03%	127
2024 Q2	$277K	Buy	+2,601	New	+$278K	0.04%	114
2024 Q1	–	Sell	-3,688	Closed	-$392K	–	200
2023 Q4	$399K	Hold	3,688	–	–	0.07%	97
2023 Q3	$348K	Hold	3,688	–	–	0.06%	96
2023 Q2	$368K	Sell	3,688 -1,554	-30%	-$148K	0.07%	88
2023 Q1	$507K	Sell	5,242 -450	-8%	-$45K	0.11%	69
2022 Q4	$539K	Sell	5,692 -224	-4%	-$21.5K	0.13%	59
2022 Q3	$517K	Sell	5,916 -130	-2%	-$12.6K	0.15%	57
2022 Q2	$560K	Buy	+6,046	New	+$601K	0.16%	53

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Curated Wealth Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,160 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #161.

Curated Wealth Partners first reported a position in IJR in Q2 2022 and has held it in 12 quarters since. The position peaked at $560K in Q2 2022. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Curated Wealth Partners held 2,160 shares of iShares Core S&P Small-Cap ETF worth $320K as of Q2 2026.
Curated 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 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #161 holding.
Curated Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 12 quarters since.
Curated Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $560K in Q2 2022.
2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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