Financial Partners Group (Tennessee)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$825K	Buy	7,548 +128	+2%	+$13.2K	0.3%	54
2025 Q1	$776K	Sell	7,420 -553	-7%	-$62.4K	0.34%	57
2024 Q4	$919K	Sell	7,973 -383	-5%	-$45.8K	0.38%	58
2024 Q3	$977K	Sell	8,356 -2,026	-20%	-$229K	0.37%	60
2024 Q2	$1.11M	Buy	10,382 +137	+1%	+$14.7K	0.43%	54
2024 Q1	$1.13M	Sell	10,245 -2,980	-23%	-$316K	0.44%	55
2023 Q4	$1.43M	Buy	13,225 +117	+0.9%	+$11.3K	0.65%	38
2023 Q3	$1.24M	Buy	13,108 +818	+7%	+$81.7K	0.59%	39
2023 Q2	$1.22M	Sell	12,290 -273	-2%	-$26K	0.62%	35
2023 Q1	$1.21M	Buy	12,563 +824	+7%	+$82.4K	0.64%	33
2022 Q4	$1.11M	Buy	+11,739	New	+$1.13M	0.66%	33

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Partners Group (Tennessee)'s IJR Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2025, buying an estimated $13.2K and bringing the position to 7,548 shares worth $825K. The position accounts for 0.3% of the portfolio, ranked #54.

Financial Partners Group (Tennessee) first reported a position in IJR in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2023. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Financial Partners Group (Tennessee) held 7,548 shares of iShares Core S&P Small-Cap ETF worth $825K as of Q2 2025.
Financial Partners Group (Tennessee) bought 128 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $13.2K.
iShares Core S&P Small-Cap ETF made up 0.3% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #54 holding.
Financial Partners Group (Tennessee) first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s iShares Core S&P Small-Cap ETF position peaked at $1.43M in Q4 2023.
2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.