General Partner Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

General Partner Inc’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	$2.09M	Hold	14,115	–	–	1.13%	27
2026 Q1	$1.75M	Hold	14,115	–	–	1.07%	27
2025 Q4	$1.7M	Hold	14,115	–	–	0.96%	28
2025 Q3	$1.68M	Hold	14,115	–	–	0.92%	32
2025 Q2	$1.54M	Hold	14,115	–	–	0.9%	31
2025 Q1	$1.48M	Hold	14,115	–	–	0.96%	28
2024 Q4	$1.63M	Hold	14,115	–	–	0.98%	29
2024 Q3	$1.65M	Hold	14,115	–	–	1.03%	25
2024 Q2	$1.51M	Buy	14,115 +85	+0.6%	+$9.09K	0.96%	28
2024 Q1	$1.55M	Buy	14,030 +1,070	+8%	+$114K	0.97%	27
2023 Q4	$1.4M	Hold	12,960	–	–	1.18%	20
2023 Q3	$1.2M	Hold	12,960	–	–	1.07%	20
2023 Q2	$1.29M	Hold	12,960	–	–	1.08%	21
2023 Q1	$1.23M	Hold	12,960	–	–	1.08%	20
2022 Q4	$1.23M	Buy	+12,960	New	+$1.24M	1.13%	21

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

General Partner Inc's IJR Position: Q2 2026 in Review

General Partner Inc held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 14,115 shares worth $2.09M. The position accounts for 1.13% of the portfolio, ranked #27.

General Partner Inc first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

General Partner Inc held 14,115 shares of iShares Core S&P Small-Cap ETF worth $2.09M as of Q2 2026.
General Partner Inc left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 1.13% of General Partner Inc's portfolio in Q2 2026, its #27 holding.
General Partner Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.