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

ETF Portfolio 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 		$3.31M Sell
22,340
-2,302
-9% -$316K 0.79% 22
2026
Q1 		$3.06M Sell
24,642
-1,324
-5% -$168K 0.8% 22
2025
Q4 		$3.12M Buy
25,966
+345
+1% +$41.3K 0.8% 22
2025
Q3 		$3.04M Sell
25,621
-1,205
-4% -$139K 0.81% 22
2025
Q2 		$2.93M Sell
26,826
-3,358
-11% -$347K 0.81% 22
2025
Q1 		$3.16M Sell
30,184
-51,153
-63% -$5.77M 0.95% 21
2024
Q4 		$9.37M Buy
81,337
+32,961
+68% +$3.94M 2.81% 11
2024
Q3 		$5.66M Sell
48,376
-788
-2% -$89K 1.67% 13
2024
Q2 		$5.24M Sell
49,164
-1,621
-3% -$173K 1.64% 15
2024
Q1 		$5.61M Sell
50,785
-33,854
-40% -$3.59M 1.78% 14
2023
Q4 		$9.16M Buy
84,639
+644
+0.8% +$62.1K 3.07% 12
2023
Q3 		$7.92M Buy
83,995
+349
+0.4% +$34.9K 2.92% 12
2023
Q2 		$8.34M Buy
83,646
+3,897
+5% +$371K 2.99% 12
2023
Q1 		$7.71M Buy
79,749
+4,672
+6% +$467K 2.92% 12
2022
Q4 		$7.11M Buy
75,077
+1,039
+1% +$99.7K 2.99% 12
2022
Q3 		$6.46M Buy
74,038
+3,742
+5% +$363K 2.85% 12
2022
Q2 		$6.5M Sell
70,296
-1,415
-2% -$141K 2.8% 12
2022
Q1 		$7.74M Buy
71,711
+4,398
+7% +$475K 2.91% 12
2021
Q4 		$7.71M Buy
67,313
+369
+0.6% +$42.1K 2.94% 12
2021
Q3 		$7.31M Buy
66,944
+3,700
+6% +$407K 2.93% 13
2021
Q2 		$7.14M Buy
63,244
+8,868
+16% +$989K 2.89% 13
2021
Q1 		$5.9M Sell
54,376
-10,233
-16% -$1.07M 2.61% 13
2020
Q4 		$5.94M Buy
64,609
+3,197
+5% +$263K 2.73% 13
2020
Q3 		$4.31M Sell
61,412
-2,136
-3% -$153K 2.25% 14
2020
Q2 		$4.34M Sell
63,548
-8,096
-11% -$511K 2.37% 14
2020
Q1 		$4.02M Buy
71,644
+17,706
+33% +$1.32M 2.57% 13
2019
Q4 		$4.52M Buy
53,938
+3,495
+7% +$281K 2.39% 12
2019
Q3 		$3.93M Buy
50,443
+111
+0.2% +$8.6K 2.25% 12
2019
Q2 		$3.94M Buy
50,332
+595
+1% +$46.2K 2.1% 12
2019
Q1 		$3.84M Buy
+49,737
New +$3.82M 2.32% 12

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETF Portfolio Partners's IJR Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.3% in Q2 2026, selling an estimated $316K and leaving 22,340 shares worth $3.31M. The position accounts for 0.79% of the portfolio, ranked #22.

ETF Portfolio Partners first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.37M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • ETF Portfolio Partners held 22,340 shares of iShares Core S&P Small-Cap ETF worth $3.31M as of Q2 2026.
  • ETF Portfolio Partners sold 2,302 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $316K.
  • iShares Core S&P Small-Cap ETF made up 0.79% of ETF Portfolio Partners's portfolio in Q2 2026, its #22 holding.
  • ETF Portfolio Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • ETF Portfolio Partners's iShares Core S&P Small-Cap ETF position peaked at $9.37M in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.