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

Essential 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	$192K	Buy	1,408 +16	+1%	+$2.31K	0.09%	254
2026 Q2	$206K	Sell	1,392 -102	-7%	-$14K	0.1%	222
2026 Q1	$186K	Buy	1,494 +78	+6%	+$9.91K	0.06%	304
2025 Q4	$170K	Hold	1,416	–	–	0.05%	346
2025 Q3	$168K	Buy	1,416 +613	+76%	+$70.5K	0.06%	349
2025 Q2	$87.8K	Buy	+803	New	+$83K	0.04%	372

Other funds holding IJR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Essential Partners's IJR Position: Q3 2026 in Review

Essential Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q3 2026, buying an estimated $2.31K and bringing the position to 1,408 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #254.

Essential Partners first reported a position in IJR in Q2 2025 and has held it in 6 quarters since. The position peaked at $206K in Q2 2026. 481 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Essential Partners held 1,408 shares of iShares Core S&P Small-Cap ETF worth $192K as of Q3 2026.
Essential Partners bought 16 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $2.31K.
iShares Core S&P Small-Cap ETF made up 0.09% of Essential Partners's portfolio in Q3 2026, its #254 holding.
Essential Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares Core S&P Small-Cap ETF position peaked at $206K in Q2 2026.
481 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.