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

Partners Wealth Management’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 		$266K Hold
1,793
– – 0.26% 84
2026
Q1 		$223K Sell
1,793
-54
-3% -$6.86K 0.23% 96
2025
Q4 		$222K Buy
1,847
+125
+7% +$14.9K 0.23% 99
2025
Q3 		$205K Buy
+1,722
New +$198K 0.2% 119
2025
Q1 		– Sell
-1,865
Closed -$215K – 118
2024
Q4 		$215K Buy
+1,865
New +$223K 0.24% 99

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Partners Wealth Management's IJR Position: Q2 2026 in Review

Partners Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,793 shares worth $266K. The position accounts for 0.26% of the portfolio, ranked #84.

Partners Wealth Management first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Partners Wealth Management held 1,793 shares of iShares Core S&P Small-Cap ETF worth $266K as of Q2 2026.
  • Partners Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.26% of Partners Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Partners Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.