IP
IJR icon

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

Investment 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 		$292K Buy
1,966
+120
+7% +$16.5K 0.09% 140
2026
Q1 		$229K Sell
1,846
-67
-4% -$8.51K 0.08% 146
2025
Q4 		$230K Buy
1,913
+74
+4% +$8.85K 0.08% 146
2025
Q3 		$219K Buy
1,839
+4
+0.2% +$460 0.08% 149
2025
Q2 		$201K Buy
+1,835
New +$190K 0.08% 155
2025
Q1 		– Sell
-2,602
Closed -$300K – 150
2024
Q4 		$300K Buy
2,602
+4
+0.2% +$478 0.12% 125
2024
Q3 		$304K Buy
2,598
+1
+0% +$113 0.13% 124
2024
Q2 		$277K Buy
2,597
+2
+0.1% +$214 0.12% 125
2024
Q1 		$287K Sell
2,595
-3
-0.1% -$319 0.13% 123
2023
Q4 		$281K Buy
2,598
+6
+0.2% +$578 0.14% 121
2023
Q3 		$245K Sell
2,592
-642
-20% -$64.1K 0.13% 124
2023
Q2 		$322K Buy
3,234
+1
+0% +$95 0.17% 110
2023
Q1 		$313K Buy
3,233
+1
+0% +$100 0.16% 113
2022
Q4 		$306K Sell
3,232
-1,751
-35% -$168K 0.16% 115
2022
Q3 		$434K Buy
4,983
+1,785
+56% +$173K 0.13% 147
2022
Q2 		$295K Buy
3,198
+1
+0% +$99 0.14% 121
2022
Q1 		$345K Buy
3,197
+1
+0% +$108 0.15% 118
2021
Q4 		$366K Sell
3,196
-60
-2% -$6.84K 0.15% 114
2021
Q3 		$356K Buy
3,256
+538
+20% +$59.2K 0.16% 113
2021
Q2 		$307K Hold
2,718
– – 0.14% 125
2021
Q1 		$295K Buy
+2,718
New +$285K 0.14% 123
2020
Q1 		– Sell
-3,519
Closed -$295K – 134
2019
Q4 		$295K Buy
3,519
+2
+0.1% +$161 0.2% 112
2019
Q3 		$274K Buy
3,517
+1
+0% +$77 0.2% 113
2019
Q2 		$275K Buy
3,516
+643
+22% +$49.9K 0.2% 111
2019
Q1 		$222K Buy
+2,873
New +$221K 0.16% 132
2018
Q4 		– Sell
-3,054
Closed -$322K – 140
2018
Q3 		$322K Buy
3,054
+1
+0% +$88 0.18% 82
2018
Q2 		$255K Hold
3,053
– – 0.19% 118
2018
Q1 		$235K Buy
+3,053
New +$238K 0.18% 131
2015
Q2 		– Sell
-306
Closed -$18K – 110
2015
Q1 		$18K Buy
+306
New +$17.5K 0.02% 136

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

Investment Partners's IJR Position: Q2 2026 in Review

Investment Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,966 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #140.

Investment Partners first reported a position in IJR in Q1 2015 and has held it in 29 quarters since. The position peaked at $434K in Q3 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Investment Partners held 1,966 shares of iShares Core S&P Small-Cap ETF worth $292K as of Q2 2026.
  • Investment Partners bought 120 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Investment Partners's portfolio in Q2 2026, its #140 holding.
  • Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 29 quarters since.
  • Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $434K in Q3 2022.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.