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

Gateway Wealth 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 		$7.08M Sell
47,766
-46,593
-49% -$6.39M 0.42% 65
2026
Q1 		$11.7M Buy
94,359
+58,771
+165% +$7.47M 0.46% 54
2025
Q4 		$4.28M Sell
35,588
-932
-3% -$111K 0.48% 56
2025
Q3 		$4.34M Buy
36,520
+261
+0.7% +$30K 0.59% 52
2025
Q2 		$3.96M Sell
36,259
-1,653
-4% -$171K 0.75% 41
2025
Q1 		$3.96M Buy
37,912
+255
+0.7% +$28.8K 0.89% 28
2024
Q4 		$4.34M Buy
37,657
+360
+1% +$43K 1.12% 20
2024
Q3 		$4.36M Sell
37,297
-2,878
-7% -$325K 1.2% 18
2024
Q2 		$4.29M Buy
40,175
+730
+2% +$78.1K 1.3% 16
2024
Q1 		$4.36M Buy
39,445
+598
+2% +$63.5K 1.57% 13
2023
Q4 		$4.21M Buy
38,847
+3,344
+9% +$322K 1.69% 12
2023
Q3 		$3.35M Sell
35,503
-1,358
-4% -$136K 0.6% 36
2023
Q2 		$3.67M Buy
36,861
+1,152
+3% +$110K 0.66% 30
2023
Q1 		$3.45M Sell
35,709
-3,186
-8% -$319K 0.53% 33
2022
Q4 		$3.68M Buy
+38,895
New +$3.73M 0.63% 30

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

Gateway Wealth Partners's IJR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 49% in Q2 2026, selling an estimated $6.39M and leaving 47,766 shares worth $7.08M. The position accounts for 0.42% of the portfolio, ranked #65.

Gateway Wealth Partners first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Gateway Wealth Partners held 47,766 shares of iShares Core S&P Small-Cap ETF worth $7.08M as of Q2 2026.
  • Gateway Wealth Partners sold 46,593 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.39M.
  • iShares Core S&P Small-Cap ETF made up 0.42% of Gateway Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Gateway Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $11.7M in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.