EPIQ Partners
IJR icon

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
Q3 		$391K Buy
2,875
+23
+0.8% +$3.33K 0.17% 66
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

EPIQ Partners's IJR Position: Q3 2026 in Review

EPIQ Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.81% in Q3 2026, buying an estimated $3.33K and bringing the position to 2,875 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #66.

EPIQ Partners first reported a position in IJR in Q3 2020 and has held it in 25 quarters since. The position peaked at $658K in Q3 2024. 1,975 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • EPIQ Partners held 2,875 shares of iShares Core S&P Small-Cap ETF worth $391K as of Q3 2026.
  • EPIQ Partners bought 23 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $3.33K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of EPIQ Partners's portfolio in Q3 2026, its #66 holding.
  • EPIQ Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • EPIQ Partners's iShares Core S&P Small-Cap ETF position peaked at $658K in Q3 2024.
  • 1,975 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.