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

Nilsine 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	$611K	Buy	4,117 +130	+3%	+$17.8K	0.04%	282
2026 Q1	$545K	Sell	3,987 -217	-5%	-$27.6K	0.04%	276
2025 Q4	$505K	Sell	4,204 -2,480	-37%	-$297K	0.04%	275
2025 Q3	$794K	Buy	6,684 +294	+5%	+$33.8K	0.07%	232
2025 Q2	$698K	Buy	6,390 +822	+15%	+$85K	0.07%	228
2025 Q1	$582K	Buy	5,568 +364	+7%	+$41.1K	0.06%	222
2024 Q4	$600K	Buy	5,204 +151	+3%	+$18K	0.06%	227
2024 Q3	$591K	Buy	5,053 +1,191	+31%	+$135K	0.08%	214
2024 Q2	$412K	Hold	3,862	–	–	0.06%	242
2024 Q1	$427K	Sell	3,862 -198	-5%	-$21K	0.06%	242
2023 Q4	$439K	Buy	+4,060	New	+$391K	0.07%	234

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

Nilsine Partners's IJR Position: Q2 2026 in Review

Nilsine Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 4,117 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #282.

Nilsine Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $794K in Q3 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nilsine Partners held 4,117 shares of iShares Core S&P Small-Cap ETF worth $611K as of Q2 2026.
Nilsine Partners bought 130 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
iShares Core S&P Small-Cap ETF made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #282 holding.
Nilsine Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Nilsine Partners's iShares Core S&P Small-Cap ETF position peaked at $794K in Q3 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.