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

Highline 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	$80.7K	Buy	544 +18	+3%	+$2.47K	0.02%	192
2026 Q1	$65.4K	Sell	526 -169	-24%	-$21.5K	0.02%	151
2025 Q4	$83.5K	Buy	695 +148	+27%	+$17.7K	0.02%	103
2025 Q3	$65K	Hold	547	–	–	0.02%	145
2025 Q2	$59.7K	Buy	547 +527	+2,635%	+$54.5K	0.02%	138
2025 Q1	$2.14K	Hold	20	–	–	﹤0.01%	616
2024 Q4	$2.35K	Hold	20	–	–	﹤0.01%	436
2024 Q3	$2.37K	Hold	20	–	–	﹤0.01%	440
2024 Q2	$2.15K	Sell	20 -117	-85%	-$12.5K	﹤0.01%	385
2024 Q1	$15.2K	Sell	137 -507	-79%	-$53.8K	0.01%	190
2023 Q4	$69.7K	Buy	644 +81	+14%	+$7.81K	0.03%	118
2023 Q3	$53.1K	Buy	563 +283	+101%	+$28.3K	0.03%	113
2023 Q2	$27.9K	Hold	280	–	–	0.02%	120
2023 Q1	$27.1K	Hold	280	–	–	0.02%	119
2022 Q4	$26.5K	Hold	280	–	–	0.02%	119
2022 Q3	$24.4K	Buy	+280	New	+$27.2K	0.02%	108

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

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

Highline Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.4% in Q2 2026, buying an estimated $2.47K and bringing the position to 544 shares worth $80.7K. The position accounts for 0.02% of the portfolio, ranked #192.

Highline Wealth Partners first reported a position in IJR in Q3 2022 and has held it in 16 quarters since. The position peaked at $83.5K in Q4 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Highline Wealth Partners held 544 shares of iShares Core S&P Small-Cap ETF worth $80.7K as of Q2 2026.
Highline Wealth Partners bought 18 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.47K.
iShares Core S&P Small-Cap ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #192 holding.
Highline Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $83.5K in Q4 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.