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

EPIQ 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	$423K	Buy	2,852 +2	+0.1%	+$274	0.18%	65
2026 Q1	$354K	Hold	2,850	–	–	0.17%	60
2025 Q4	$343K	Hold	2,850	–	–	0.16%	60
2025 Q3	$339K	Buy	2,850 +50	+2%	+$5.75K	0.16%	57
2025 Q2	$306K	Hold	2,800	–	–	0.16%	60
2025 Q1	$293K	Hold	2,800	–	–	0.15%	61
2024 Q4	$323K	Sell	2,800 -2,822	-50%	-$337K	0.17%	59
2024 Q3	$658K	Buy	5,622 +2,822	+101%	+$319K	0.36%	49
2024 Q2	$299K	Hold	2,800	–	–	0.2%	56
2024 Q1	$309K	Hold	2,800	–	–	0.21%	57
2023 Q4	$303K	Sell	2,800 -82	-3%	-$7.9K	0.22%	54
2023 Q3	$272K	Hold	2,882	–	–	0.21%	59
2023 Q2	$287K	Hold	2,882	–	–	0.2%	59
2023 Q1	$279K	Sell	2,882 -134	-4%	-$13.4K	0.19%	62
2022 Q4	$285K	Hold	3,016	–	–	0.19%	65
2022 Q3	$263K	Hold	3,016	–	–	0.16%	68
2022 Q2	$279K	Hold	3,016	–	–	0.17%	71
2022 Q1	$325K	Buy	3,016 +174	+6%	+$18.8K	0.17%	72
2021 Q4	$325K	Hold	2,842	–	–	0.17%	71
2021 Q3	$310K	Hold	2,842	–	–	0.14%	78
2021 Q2	$321K	Hold	2,842	–	–	0.16%	70
2021 Q1	$308K	Hold	2,842	–	–	0.18%	66
2020 Q4	$261K	Hold	2,842	–	–	0.18%	65
2020 Q3	$213K	Buy	+2,842	New	+$204K	0.16%	71

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

EPIQ Partners's IJR Position: Q2 2026 in Review

EPIQ Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $274 and bringing the position to 2,852 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #65.

EPIQ Partners first reported a position in IJR in Q3 2020 and has held it in 24 quarters since. The position peaked at $658K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

EPIQ Partners held 2,852 shares of iShares Core S&P Small-Cap ETF worth $423K as of Q2 2026.
EPIQ Partners bought 2 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $274.
iShares Core S&P Small-Cap ETF made up 0.18% of EPIQ Partners's portfolio in Q2 2026, its #65 holding.
EPIQ Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
EPIQ Partners's iShares Core S&P Small-Cap ETF position peaked at $658K in Q3 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.