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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
2024
Q2 		– Sell
-3,619
Closed -$400K – 196
2024
Q1 		$400K Buy
+3,619
New +$384K 0.06% 100

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
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

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

Curated Wealth Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 2,160 shares — an estimated $269K sold.

Curated Wealth Partners first reported a position in IJR in Q2 2022 and held it in 11 quarters. The position peaked at $560K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Curated Wealth Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 2,160 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $269K.
  • Curated Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and held it in 11 quarters.
  • Curated Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $560K in Q2 2022.
  • 1,265 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.