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

Interchange Capital 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
Q1 		$1.5M Sell
14,320
-781
-5% -$99.2K 0.47% 54
2025
Q4 		$1.81M Buy
15,101
+3
+0% +$359 0.34% 64
2025
Q3 		$1.79M Buy
15,098
+341
+2% +$39.2K 0.35% 60
2025
Q2 		$1.61M Buy
14,757
+437
+3% +$45.2K 0.37% 52
2025
Q1 		$1.5M Buy
14,320
+289
+2% +$32.6K 0.42% 51
2024
Q4 		$1.62M Sell
14,031
-328
-2% -$39.2K 0.58% 46
2024
Q3 		$1.68M Sell
14,359
-1,132
-7% -$128K 0.59% 45
2024
Q2 		$1.65M Buy
15,491
+2,916
+23% +$312K 0.6% 42
2024
Q1 		$1.42M Buy
12,575
+1,479
+13% +$157K 0.96% 25
2023
Q4 		$1.23M Sell
11,096
-236
-2% -$22.7K 0.92% 25
2023
Q3 		$1.07M Buy
11,332
+494
+5% +$49.3K 0.85% 28
2023
Q2 		$1.08M Sell
10,838
-3,378
-24% -$322K 0.82% 28
2023
Q1 		$1.38M Buy
14,216
+3,282
+30% +$328K 0.75% 33
2022
Q4 		$1.03M Sell
10,934
-2,319
-17% -$222K 1.06% 25
2022
Q3 		$1.16M Buy
13,253
+3,980
+43% +$387K 1.27% 15
2022
Q2 		$856K Sell
9,273
-681
-7% -$67.7K 0.96% 22
2022
Q1 		$1.07M Sell
9,954
-1,336
-12% -$144K 1.1% 14
2021
Q4 		$1.29M Buy
11,290
+4,660
+70% +$531K 1.3% 13
2021
Q3 		$724K Sell
6,630
-1,578
-19% -$174K 1.21% 26
2021
Q2 		$927K Sell
8,208
-11,115
-58% -$1.24M 1.43% 21
2021
Q1 		$2.17M Sell
19,323
-1,072
-5% -$112K 1.18% 10
2020
Q4 		$1.87M Buy
+20,395
New +$1.68M 1.02% 12

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Interchange Capital Partners's IJR Position: Q1 2026 in Review

Interchange Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q1 2026, selling an estimated $99.2K and leaving 14,320 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #54.

Interchange Capital Partners first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.17M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Interchange Capital Partners held 14,320 shares of iShares Core S&P Small-Cap ETF worth $1.5M as of Q1 2026.
  • Interchange Capital Partners sold 781 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $99.2K.
  • iShares Core S&P Small-Cap ETF made up 0.47% of Interchange Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Interchange Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Interchange Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $2.17M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.