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

Equity 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	$1.52M	Buy	10,224 +666	+7%	+$91.4K	0.55%	38
2026 Q1	$1.19M	Sell	9,558 -163	-2%	-$20.7K	0.77%	27
2025 Q4	$1.17M	Buy	9,721 +111	+1%	+$13.3K	0.76%	29
2025 Q3	$1.14M	Buy	+9,610	New	+$1.11M	0.93%	29

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 22.9% 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

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

Equity Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q2 2026, buying an estimated $91.4K and bringing the position to 10,224 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #38.

Equity Wealth Partners first reported a position in IJR in Q3 2025 and has held it in 4 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Equity Wealth Partners held 10,224 shares of iShares Core S&P Small-Cap ETF worth $1.52M as of Q2 2026.
Equity Wealth Partners bought 666 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $91.4K.
iShares Core S&P Small-Cap ETF made up 0.55% of Equity Wealth Partners's portfolio in Q2 2026, its #38 holding.
Equity Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.