IWP
IJR icon

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

IAG 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 		$394K Buy
2,657
+44
+2% +$6.04K 0.04% 99
2026
Q1 		$325K Hold
2,613
– – 0.04% 99
2025
Q4 		$314K Sell
2,613
-51
-2% -$6.1K 0.04% 100
2025
Q3 		$317K Buy
2,664
+57
+2% +$6.56K 0.04% 99
2025
Q2 		$285K Sell
2,607
-500
-16% -$51.7K 0.04% 98
2025
Q1 		$325K Hold
3,107
– – 0.05% 91
2024
Q4 		$358K Sell
3,107
-151
-5% -$18K 0.06% 80
2024
Q3 		$381K Sell
3,258
-164
-5% -$18.5K 0.07% 79
2024
Q2 		$365K Sell
3,422
-186
-5% -$19.9K 0.07% 76
2024
Q1 		$399K Hold
3,608
– – 0.09% 65
2023
Q4 		$391K Hold
3,608
– – 0.09% 63
2023
Q3 		$340K Sell
3,608
-331
-8% -$33.1K 0.09% 62
2023
Q2 		$393K Sell
3,939
-150
-4% -$14.3K 0.1% 61
2023
Q1 		$395K Sell
4,089
-578
-12% -$57.8K 0.11% 53
2022
Q4 		$442K Buy
4,667
+3,048
+188% +$292K 0.13% 51
2022
Q3 		$141K Sell
1,619
-150
-8% -$14.6K 0.05% 72
2022
Q2 		$163K Sell
1,769
-82
-4% -$8.15K 0.05% 72
2022
Q1 		$200K Hold
1,851
– – 0.06% 67
2021
Q4 		$212K Sell
1,851
-206
-10% -$23.5K 0.07% 57
2021
Q3 		$225K Sell
2,057
-7
-0.3% -$771 0.08% 52
2021
Q2 		$234K Sell
2,064
-743
-26% -$82.9K 0.08% 45
2021
Q1 		$305K Sell
2,807
-706
-20% -$73.9K 0.12% 39
2020
Q4 		$323K Sell
3,513
-1,552
-31% -$128K 0.13% 39
2020
Q3 		$356K Sell
5,065
-149
-3% -$10.7K 0.16% 38
2020
Q2 		$357K Sell
5,214
-23,447
-82% -$1.48M 0.17% 39
2020
Q1 		$1.61M Sell
28,661
-11,776
-29% -$877K 1.07% 20
2019
Q4 		$3.39M Buy
+40,437
New +$3.25M 2.21% 11

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

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

IAG Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.7% in Q2 2026, buying an estimated $6.04K and bringing the position to 2,657 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #99.

IAG Wealth Partners first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.39M in Q4 2019. 2,839 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • IAG Wealth Partners held 2,657 shares of iShares Core S&P Small-Cap ETF worth $394K as of Q2 2026.
  • IAG Wealth Partners bought 44 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.04K.
  • iShares Core S&P Small-Cap ETF made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $3.39M in Q4 2019.
  • 2,839 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.