EIP
IJR icon

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

Essential Investment 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 		$101K Buy
682
+470
+222% +$64.5K 0.08% 119
2026
Q1 		$26.4K Hold
212
– – 0.02% 172
2025
Q4 		$25.5K Buy
+212
New +$25.4K 0.02% 160

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Essential Investment Partners's IJR Position: Q2 2026 in Review

Essential Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 222% in Q2 2026, buying an estimated $64.5K and bringing the position to 682 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #119.

Essential Investment Partners first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Essential Investment Partners held 682 shares of iShares Core S&P Small-Cap ETF worth $101K as of Q2 2026.
  • Essential Investment Partners bought 470 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $64.5K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Essential Investment Partners's portfolio in Q2 2026, its #119 holding.
  • Essential Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.