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

Liberty Square Wealth 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	$1.5M	Buy	10,103 +4	+0%	+$549	0.36%	35
2026 Q1	$1.26M	Sell	10,099 -28	-0.3%	-$3.56K	0.35%	36
2025 Q4	$1.22M	Sell	10,127 -958	-9%	-$115K	0.35%	39
2025 Q3	$1.32M	Sell	11,085 -486	-4%	-$55.9K	0.41%	42
2025 Q2	$1.26M	Sell	11,571 -492	-4%	-$50.9K	0.44%	38
2025 Q1	$1.26M	Buy	12,063 +105	+0.9%	+$11.8K	0.48%	37
2024 Q4	$1.4M	Buy	+11,958	New	+$1.43M	0.51%	35

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

Liberty Square Wealth Partners's IJR Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q2 2026, buying an estimated $549 and bringing the position to 10,103 shares worth $1.5M. The position accounts for 0.36% of the portfolio, ranked #35.

Liberty Square Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Liberty Square Wealth Partners held 10,103 shares of iShares Core S&P Small-Cap ETF worth $1.5M as of Q2 2026.
Liberty Square Wealth Partners bought 4 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $549.
iShares Core S&P Small-Cap ETF made up 0.36% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #35 holding.
Liberty Square Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.