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

Edgestream 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	$494K	Buy	+3,329	New	+$457K	0.01%	797
2026 Q1	–	Sell	-2,334	Closed	-$281K	–	980
2025 Q4	$281K	Buy	+2,334	New	+$279K	0.01%	893
2022 Q2	–	Sell	-6,228	Closed	-$672K	–	564
2022 Q1	$672K	Sell	6,228 -1,316	-17%	-$142K	0.05%	379
2021 Q4	$864K	Buy	7,544 +3,376	+81%	+$385K	0.05%	327
2021 Q3	$455K	Buy	4,168 +936	+29%	+$103K	0.03%	399
2021 Q2	$365K	Sell	3,232 -761	-19%	-$84.9K	0.02%	374
2021 Q1	$433K	Sell	3,993 -19,388	-83%	-$2.03M	0.02%	336
2020 Q4	$2.15M	Sell	23,381 -38,012	-62%	-$3.12M	0.11%	226
2020 Q3	$4.31M	Buy	+61,393	New	+$4.4M	0.28%	122
2020 Q1	–	Sell	-5,783	Closed	-$485K	–	335
2019 Q4	$485K	Buy	+5,783	New	+$465K	0.03%	274
2019 Q1	–	Sell	-12,737	Closed	-$883K	–	247
2018 Q4	$883K	Buy	+12,737	New	+$984K	0.15%	145

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

Edgestream Partners's IJR Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 3,329 shares worth $494K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IJR as recently as Q4 2025.

Edgestream Partners first reported a position in IJR in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.31M in Q3 2020. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Edgestream Partners held 3,329 shares of iShares Core S&P Small-Cap ETF worth $494K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Edgestream Partners position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #797 holding.
Edgestream Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 11 quarters since.
Edgestream Partners's iShares Core S&P Small-Cap ETF position peaked at $4.31M in Q3 2020.
2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.