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

Larch 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 Q2	–	Sell	-23,935	Closed	-$2.98M	–	60
2026 Q1	$2.98M	Buy	+23,935	New	+$3.04M	0.43%	25

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

Larch Capital Partners's IJR Position: Q2 2026 in Review

Larch Capital Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 23,936 shares worth $3.55M. The stake represents 0.51% of the portfolio and ranks #28 among its holdings.

2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Larch Capital Partners held 23,936 shares of iShares Core S&P Small-Cap ETF worth $3.55M as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Larch Capital Partners position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.51% of Larch Capital Partners's portfolio in Q2 2026, its #28 holding.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.