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

Patron 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 		$247K Sell
1,667
-100
-6% -$13.7K 0.1% 174
2026
Q1 		$220K Sell
1,767
-279
-14% -$35.4K 0.1% 176
2025
Q4 		$246K Hold
2,046
– – 0.11% 162
2025
Q3 		$243K Sell
2,046
-194
-9% -$22.3K 0.11% 163
2025
Q2 		$245K Hold
2,240
– – 0.12% 156
2025
Q1 		$234K Buy
2,240
+2
+0.1% +$226 0.13% 155
2024
Q4 		$258K Hold
2,238
– – 0.14% 144
2024
Q3 		$262K Buy
2,238
+150
+7% +$16.9K 0.14% 142
2024
Q2 		$223K Sell
2,088
-187
-8% -$20K 0.13% 152
2024
Q1 		$251K Buy
+2,275
New +$242K 0.15% 149

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patron Partners's IJR Position: Q2 2026 in Review

Patron Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.7% in Q2 2026, selling an estimated $13.7K and leaving 1,667 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #174.

Patron Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $262K in Q3 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Patron Partners held 1,667 shares of iShares Core S&P Small-Cap ETF worth $247K as of Q2 2026.
  • Patron Partners sold 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of Patron Partners's portfolio in Q2 2026, its #174 holding.
  • Patron Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Patron Partners's iShares Core S&P Small-Cap ETF position peaked at $262K in Q3 2024.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.