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

Peachtree Investment 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	$9.94K	Hold	67	–	–	﹤0.01%	137
2026 Q1	$8.33K	Hold	67	–	–	﹤0.01%	123
2025 Q4	$8.05K	Hold	67	–	–	﹤0.01%	120
2025 Q3	$7.96K	Hold	67	–	–	﹤0.01%	122
2025 Q2	$7.32K	Hold	67	–	–	﹤0.01%	120
2025 Q1	$7.01K	Hold	67	–	–	﹤0.01%	117
2024 Q4	$7.72K	Hold	67	–	–	﹤0.01%	102
2024 Q3	$7.84K	Sell	67 -13	-16%	-$1.47K	﹤0.01%	106
2024 Q2	$8.53K	Buy	80 +13	+19%	+$1.39K	﹤0.01%	93
2024 Q1	$7.41K	Hold	67	–	–	﹤0.01%	94
2023 Q4	$7.25K	Hold	67	–	–	﹤0.01%	101
2023 Q3	$6.32K	Buy	+67	New	+$6.69K	﹤0.01%	100
2022 Q1	–	Sell	-282	Closed	-$32K	–	103
2021 Q4	$32K	Buy	282 +30	+12%	+$3.42K	0.01%	93
2021 Q3	$28K	Hold	252	–	–	0.01%	82
2021 Q2	$28K	Buy	252 +1	+0.4%	+$112	0.01%	85
2021 Q1	$27K	Hold	251	–	–	0.02%	82
2020 Q4	$23K	Buy	+251	New	+$20.6K	0.01%	79

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

Peachtree Investment Partners's IJR Position: Q2 2026 in Review

Peachtree Investment Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 67 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Peachtree Investment Partners first reported a position in IJR in Q4 2020 and has held it in 17 quarters since. The position peaked at $32K in Q4 2021. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Peachtree Investment Partners held 67 shares of iShares Core S&P Small-Cap ETF worth $9.94K as of Q2 2026.
Peachtree Investment Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #137 holding.
Peachtree Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
Peachtree Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $32K in Q4 2021.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.