PWM
IJR icon

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
Q3 		$9.04M Sell
66,464
-4,405
-6% -$637K 6.45% 5
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

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Partnership Wealth Management's IJR Position: Q3 2026 in Review

Partnership Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.2% in Q3 2026, selling an estimated $637K and leaving 66,464 shares worth $9.04M. The position accounts for 6.45% of the portfolio, ranked #5.

Partnership Wealth Management first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q2 2026. 34 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Partnership Wealth Management held 66,464 shares of iShares Core S&P Small-Cap ETF worth $9.04M as of Q3 2026.
  • Partnership Wealth Management sold 4,405 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $637K.
  • iShares Core S&P Small-Cap ETF made up 6.45% of Partnership Wealth Management's portfolio in Q3 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 12 quarters since.
  • Partnership Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $10.5M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.