IAP
IJR icon

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

Indie Asset 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 		$214K Buy
+1,440
New +$198K 0.2% 81
2025
Q1 		– Sell
-2,072
Closed -$239K – 105
2024
Q4 		$239K Buy
2,072
+80
+4% +$9.56K 0.19% 96
2024
Q3 		$233K Buy
+1,992
New +$225K 0.17% 99

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 22.9% 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

Indie Asset Partners's IJR Position: Q2 2026 in Review

Indie Asset Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,440 shares worth $214K. The stake represents 0.2% of the portfolio and ranks #81 among its holdings. This is a return to the name: Indie Asset Partners previously reported a position in IJR as recently as Q4 2024.

Indie Asset Partners first reported a position in IJR in Q3 2024 and has held it in 3 quarters since. The position peaked at $239K in Q4 2024. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Indie Asset Partners held 1,440 shares of iShares Core S&P Small-Cap ETF worth $214K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Indie Asset Partners position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.2% of Indie Asset Partners's portfolio in Q2 2026, its #81 holding.
  • Indie Asset Partners first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Indie Asset Partners's iShares Core S&P Small-Cap ETF position peaked at $239K in Q4 2024.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.