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

Impact Partnership Wealth’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 +767	+41%	+$105K	0.04%	296
2026 Q1	$235K	Buy	+1,890	New	+$240K	0.03%	319
2024 Q2	–	Sell	-723	Closed	-$79.9K	–	442
2024 Q1	$79.9K	Sell	723 -254	-26%	-$27K	0.03%	277
2023 Q4	$106K	Sell	977 -68,767	-99%	-$6.63M	0.04%	238
2023 Q3	$6.58M	Buy	69,744 +69,689	+126,707%	+$6.96M	2.05%	11
2023 Q2	$5.48K	Buy	+55	New	+$5.24K	﹤0.01%	490

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

Impact Partnership Wealth's IJR Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 41% in Q2 2026, buying an estimated $105K and bringing the position to 2,657 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #296.

Impact Partnership Wealth first reported a position in IJR in Q2 2023 and has held it in 6 quarters since. The position peaked at $6.58M in Q3 2023. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Impact Partnership Wealth held 2,657 shares of iShares Core S&P Small-Cap ETF worth $394K as of Q2 2026.
Impact Partnership Wealth bought 767 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $105K.
iShares Core S&P Small-Cap ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #296 holding.
Impact Partnership Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's iShares Core S&P Small-Cap ETF position peaked at $6.58M in Q3 2023.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.