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

Partnership 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	$10.5M	Buy	70,869 +531	+0.8%	+$72.9K	7.1%	5
2026 Q1	$8.74M	Sell	70,338 -2,826	-4%	-$359K	6.67%	5
2025 Q4	$8.79M	Buy	73,164 +387	+0.5%	+$46.3K	6.33%	5
2025 Q3	$8.65M	Buy	72,777 +701	+1%	+$80.6K	6.66%	5
2025 Q2	$7.88M	Sell	72,076 -8,833	-11%	-$913K	6.38%	4
2025 Q1	$8.46M	Buy	80,909 +571	+0.7%	+$64.4K	7.18%	3
2024 Q4	$9.26M	Buy	80,338 +11,543	+17%	+$1.38M	7.7%	3
2024 Q3	$8.05M	Buy	68,795 +39,399	+134%	+$4.45M	5.68%	4
2024 Q2	$3.14M	Sell	29,396 -4,306	-13%	-$461K	2.31%	7
2024 Q1	$3.72M	Buy	33,702 +916	+3%	+$97.3K	2.61%	7
2023 Q4	$3.41M	Buy	+32,786	New	+$3.16M	2.57%	9

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

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

Partnership Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.75% in Q2 2026, buying an estimated $72.9K and bringing the position to 70,869 shares worth $10.5M. The position accounts for 7.1% of the portfolio, ranked #5.

Partnership Wealth Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Partnership Wealth Management held 70,869 shares of iShares Core S&P Small-Cap ETF worth $10.5M as of Q2 2026.
Partnership Wealth Management bought 531 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $72.9K.
iShares Core S&P Small-Cap ETF made up 7.1% of Partnership Wealth Management's portfolio in Q2 2026, its #5 holding.
Partnership Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.