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IJR icon

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

&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
Q1 		$101M Buy
813,855
+6,153
+0.8% +$782K 0.5% 33
2025
Q4 		$97.1M Buy
807,702
+49,866
+7% +$5.96M 0.51% 30
2025
Q3 		$90.1M Buy
757,836
+129,443
+21% +$14.9M 0.58% 25
2025
Q2 		$68.6M Buy
628,393
+135,027
+27% +$14M 0.53% 32
2025
Q1 		$51.2M Buy
493,366
+40,584
+9% +$4.58M 0.54% 36
2024
Q4 		$52.4M Buy
452,782
+123,805
+38% +$14.8M 0.63% 25
2024
Q3 		$38.5M Buy
328,977
+104,151
+46% +$11.8M 0.74% 13
2024
Q2 		$24M Buy
224,826
+27,771
+14% +$2.97M 1.05% 13
2024
Q1 		$21.8M Buy
197,055
+88,608
+82% +$9.41M 3% 4
2023
Q4 		$11.8M Sell
108,447
-33,095
-23% -$3.19M 2.87% 7
2023
Q3 		$13.4M Buy
141,542
+2,601
+2% +$260K 6.23% 2
2023
Q2 		$13.8M Buy
138,941
+1,645
+1% +$157K 6.2% 2
2023
Q1 		$13.2M Sell
137,296
-273
-0.2% -$27.3K 6.36% 2
2022
Q4 		$13M Sell
137,569
-25
-0% -$2.4K 6.47% 1
2022
Q3 		$12M Buy
137,594
+4,902
+4% +$476K 6.94% 2
2022
Q2 		$12.3M Buy
132,692
+2,942
+2% +$293K 7.09% 1
2022
Q1 		$14M Buy
129,750
+11,958
+10% +$1.29M 7.88% 2
2021
Q4 		$13.5M Buy
117,792
+4,945
+4% +$564K 8.13% 1
2021
Q3 		$12.3M Buy
112,847
+6,312
+6% +$695K 7.81% 1
2021
Q2 		$12M Buy
106,535
+5,400
+5% +$602K 7.79% 1
2021
Q1 		$11M Buy
101,135
+7,891
+8% +$826K 7.99% 1
2020
Q4 		$8.54M Buy
93,244
+12,191
+15% +$1M 7.18% 2
2020
Q3 		$5.69M Buy
81,053
+26,205
+48% +$1.88M 5.79% 3
2020
Q2 		$3.79M Buy
54,848
+13,493
+33% +$852K 4.58% 3
2020
Q1 		$2.32M Buy
41,355
+29,927
+262% +$2.23M 3.61% 4
2019
Q4 		$958K Buy
11,428
+2,495
+28% +$201K 1.14% 22
2019
Q3 		$695K Buy
8,933
+5,283
+145% +$409K 0.9% 30
2019
Q2 		$286K Sell
3,650
-726
-17% -$56.4K 0.39% 86
2019
Q1 		$338K Buy
+4,376
New +$336K 0.48% 71

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

&Partners's IJR Position: Q1 2026 in Review

&Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.76% in Q1 2026, buying an estimated $782K and bringing the position to 813,855 shares worth $101M. The position accounts for 0.5% of the portfolio, ranked #33.

&Partners first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • &Partners held 813,855 shares of iShares Core S&P Small-Cap ETF worth $101M as of Q1 2026.
  • &Partners bought 6,153 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $782K.
  • iShares Core S&P Small-Cap ETF made up 0.5% of &Partners's portfolio in Q1 2026, its #33 holding.
  • &Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.