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

Focus Partners Advisor Solutions’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 		$36.9M Buy
249,116
+201,550
+424% +$27.7M 0.31% 47
2026
Q1 		$5.91M Sell
47,566
-1,848
-4% -$235K 0.06% 147
2025
Q4 		$5.94M Buy
49,414
+2,433
+5% +$291K 0.07% 128
2025
Q3 		$5.59M Buy
46,981
+22,809
+94% +$2.62M 0.06% 161
2025
Q2 		$2.64M Sell
24,172
-5,792
-19% -$599K 0.04% 235
2025
Q1 		$3.13M Buy
29,964
+1,961
+7% +$221K 0.05% 182
2024
Q4 		$3.23M Buy
28,003
+5,934
+27% +$709K 0.05% 161
2024
Q3 		$2.58M Sell
22,069
-1,140
-5% -$129K 0.05% 168
2024
Q2 		$2.48M Sell
23,209
-7,152
-24% -$765K 0.07% 148
2024
Q1 		$3.36M Buy
30,361
+13,301
+78% +$1.41M 0.1% 110
2023
Q4 		$1.85M Sell
17,060
-1,684
-9% -$162K 0.09% 110
2023
Q3 		$1.77M Sell
18,744
-5,238
-22% -$523K 0.09% 114
2023
Q2 		$2.39M Buy
23,982
+5,334
+29% +$508K 0.13% 73
2023
Q1 		$1.8M Sell
18,648
-27,193
-59% -$2.72M 0.12% 81
2022
Q4 		$4.34M Buy
45,841
+7,777
+20% +$746K 0.34% 45
2022
Q3 		$3.32M Buy
38,064
+1,620
+4% +$157K 0.2% 60
2022
Q2 		$3.37M Buy
36,444
+6,597
+22% +$656K 0.28% 51
2022
Q1 		$3.22M Buy
+29,847
New +$3.22M 0.32% 49

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

Focus Partners Advisor Solutions's IJR Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 424% in Q2 2026, buying an estimated $27.7M and bringing the position to 249,116 shares worth $36.9M. The position accounts for 0.31% of the portfolio, ranked #47.

Focus Partners Advisor Solutions first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,842 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Focus Partners Advisor Solutions held 249,116 shares of iShares Core S&P Small-Cap ETF worth $36.9M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 201,550 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $27.7M.
  • iShares Core S&P Small-Cap ETF made up 0.31% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #47 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,842 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.