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

Cyndeo 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 		$1.15M Buy
7,721
+2,436
+46% +$334K 0.05% 244
2026
Q1 		$657K Buy
5,285
+59
+1% +$7.5K 0.03% 286
2025
Q4 		$628K Buy
5,226
+1,074
+26% +$128K 0.03% 292
2025
Q3 		$493K Buy
4,152
+118
+3% +$13.6K 0.03% 311
2025
Q2 		$441K Sell
4,034
-415
-9% -$42.9K 0.03% 320
2025
Q1 		$465K Sell
4,449
-6,635
-60% -$749K 0.03% 309
2024
Q4 		$1.28M Buy
11,084
+193
+2% +$23.1K 0.09% 192
2024
Q3 		$1.27M Buy
10,891
+2,121
+24% +$240K 0.09% 195
2024
Q2 		$935K Buy
8,770
+958
+12% +$102K 0.07% 218
2024
Q1 		$863K Buy
7,812
+3,864
+98% +$410K 0.07% 211
2023
Q4 		$427K Buy
3,948
+92
+2% +$8.87K 0.04% 266
2023
Q3 		$364K Buy
3,856
+823
+27% +$82.2K 0.04% 252
2023
Q2 		$302K Buy
3,033
+65
+2% +$6.19K 0.03% 267
2023
Q1 		$287K Sell
2,968
-290
-9% -$29K 0.03% 270
2022
Q4 		$308K Buy
+3,258
New +$312K 0.04% 258

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

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

Cyndeo Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 46% in Q2 2026, buying an estimated $334K and bringing the position to 7,721 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #244.

Cyndeo Wealth Partners first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cyndeo Wealth Partners held 7,721 shares of iShares Core S&P Small-Cap ETF worth $1.15M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,436 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $334K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.28M in Q4 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.