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Golden State Equity Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Golden State Equity 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 		$47.7K Sell
322
-25,776
-99% -$3.54M 0.13% 103
2026
Q1 		$3.24M Buy
26,098
+16,585
+174% +$2.11M 0.25% 90
2025
Q4 		$1.14M Sell
9,513
-408
-4% -$48.8K 0.18% 123
2025
Q3 		$1.18M Sell
9,921
-45
-0.5% -$5.17K 0.2% 125
2025
Q2 		$1.09M Sell
9,966
-647
-6% -$66.9K 0.2% 123
2025
Q1 		$1.11M Sell
10,613
-610
-5% -$68.8K 0.22% 120
2024
Q4 		$1.29M Buy
11,223
+8,864
+376% +$1.06M 0.25% 100
2024
Q3 		$276K Sell
2,359
-7,486
-76% -$846K 0.15% 147
2024
Q2 		$1.05M Buy
+9,845
New +$1.05M 0.22% 115
2023
Q4 		$1.01M Buy
9,311
+544
+6% +$52.4K 0.24% 107
2023
Q3 		$827K Sell
8,767
-346
-4% -$34.6K 0.23% 110
2023
Q2 		$908K Buy
9,113
+6,559
+257% +$625K 0.26% 93
2023
Q1 		$247K Buy
+2,554
New +$255K 0.13% 171
2022
Q1 		$638K Sell
5,917
-2,026
-26% -$219K 0.32% 91
2021
Q4 		$910K Sell
7,943
-6,646
-46% -$757K 0.46% 53
2021
Q3 		$1.59M Sell
14,589
-147
-1% -$16.2K 0.65% 34
2021
Q2 		$1.67M Sell
14,736
-7,827
-35% -$873K 0.64% 33
2021
Q1 		$2.45M Buy
22,563
+5,050
+29% +$529K 1.4% 19
2020
Q4 		$1.61M Buy
+17,513
New +$1.44M 1.11% 21

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Golden State Equity Partners's IJR Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 99% in Q2 2026, selling an estimated $3.54M and leaving 322 shares worth $47.7K. The position accounts for 0.13% of the portfolio, ranked #103.

Golden State Equity Partners first reported a position in IJR in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.24M in Q1 2026. 1,706 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Golden State Equity Partners held 322 shares of iShares Core S&P Small-Cap ETF worth $47.7K as of Q2 2026.
  • Golden State Equity Partners sold 25,776 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $3.54M.
  • iShares Core S&P Small-Cap ETF made up 0.13% of Golden State Equity Partners's portfolio in Q2 2026, its #103 holding.
  • Golden State Equity Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's iShares Core S&P Small-Cap ETF position peaked at $3.24M in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.