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

Perfromance Wealth 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	$837K	Buy	5,644 +3,897	+223%	+$535K	0.02%	103
2026 Q1	$217K	Buy	1,747 +82	+5%	+$10.4K	0.01%	197
2025 Q4	$200K	Buy	+1,665	New	+$199K	0.01%	197
2024 Q4	–	Sell	-1,728	Closed	-$202K	–	193
2024 Q3	$202K	Sell	1,728 -2,465	-59%	-$278K	0.01%	186
2024 Q2	$447K	Sell	4,193 -1,506	-26%	-$161K	0.02%	91
2024 Q1	$630K	Hold	5,699	–	–	0.03%	81
2023 Q4	$617K	Sell	5,699 -242	-4%	-$23.3K	0.03%	90
2023 Q3	$560K	Hold	5,941	–	–	0.03%	96
2023 Q2	$587K	Sell	5,941 -14	-0.2%	-$1.33K	0.03%	101
2023 Q1	$576K	Sell	5,955 -7	-0.1%	-$700	0.03%	99
2022 Q4	$564K	Sell	5,962 -200	-3%	-$19.2K	0.03%	95
2022 Q3	$537K	Buy	6,162 +22	+0.4%	+$2.14K	0.03%	96
2022 Q2	$567K	Sell	6,140 -400	-6%	-$39.8K	0.03%	94
2022 Q1	$706K	Sell	6,540 -1,020	-13%	-$110K	0.03%	93
2021 Q4	$866K	Buy	+7,560	New	+$862K	0.04%	88

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

Perfromance Wealth Partners's IJR Position: Q2 2026 in Review

Perfromance Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 223% in Q2 2026, buying an estimated $535K and bringing the position to 5,644 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #103.

Perfromance Wealth Partners first reported a position in IJR in Q4 2021 and has held it in 15 quarters since. The position peaked at $866K in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Perfromance Wealth Partners held 5,644 shares of iShares Core S&P Small-Cap ETF worth $837K as of Q2 2026.
Perfromance Wealth Partners bought 3,897 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $535K.
iShares Core S&P Small-Cap ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #103 holding.
Perfromance Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Perfromance Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $866K in Q4 2021.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.