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

Gen-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	$250K	Buy	1,687 +9	+0.5%	+$1.24K	0.07%	221
2026 Q1	$209K	Buy	1,678 +3	+0.2%	+$381	0.07%	244
2025 Q4	$201K	Buy	1,675 +25	+2%	+$2.99K	0.06%	258
2025 Q3	$196K	Hold	1,650	–	–	0.07%	243
2025 Q2	$180K	Sell	1,650 -276	-14%	-$28.5K	0.07%	231
2025 Q1	$201K	Sell	1,926 -208	-10%	-$23.5K	0.08%	208
2024 Q4	$246K	Buy	2,134 +278	+15%	+$33.2K	0.11%	189
2024 Q3	$215K	Buy	1,856 +4	+0.2%	+$452	0.09%	213
2024 Q2	$198K	Sell	1,852 -146	-7%	-$15.6K	0.1%	210
2024 Q1	$221K	Buy	+1,998	New	+$212K	0.11%	194

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gen-Wealth Partners's IJR Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.54% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,687 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #221.

Gen-Wealth Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gen-Wealth Partners held 1,687 shares of iShares Core S&P Small-Cap ETF worth $250K as of Q2 2026.
Gen-Wealth Partners bought 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
iShares Core S&P Small-Cap ETF made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #221 holding.
Gen-Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.