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

Platform Technology 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	$312K	Buy	2,105 +262	+14%	+$36K	0.05%	246
2026 Q1	$229K	Buy	1,843 +106	+6%	+$13.5K	0.04%	285
2025 Q4	$209K	Sell	1,737 -61	-3%	-$7.29K	0.04%	244
2025 Q3	$214K	Sell	1,798 -244	-12%	-$28.1K	0.05%	232
2025 Q2	$223K	Buy	+2,042	New	+$211K	0.06%	231
2025 Q1	–	Sell	-1,832	Closed	-$211K	–	239
2024 Q4	$211K	Buy	+1,832	New	+$219K	0.06%	205
2022 Q3	–	Sell	-3,105	Closed	-$287K	–	201
2022 Q2	$287K	Sell	3,105 -1,243	-29%	-$124K	0.16%	138
2022 Q1	$469K	Sell	4,348 -137	-3%	-$14.8K	0.23%	114
2021 Q4	$514K	Buy	4,485 +1	+0%	+$114	0.23%	113
2021 Q3	$490K	Buy	4,484 +1	+0%	+$110	0.22%	118
2021 Q2	$507K	Buy	+4,483	New	+$500K	0.21%	128

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

Platform Technology Partners's IJR Position: Q2 2026 in Review

Platform Technology Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q2 2026, buying an estimated $36K and bringing the position to 2,105 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #246.

Platform Technology Partners first reported a position in IJR in Q2 2021 and has held it in 11 quarters since. The position peaked at $514K in Q4 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Platform Technology Partners held 2,105 shares of iShares Core S&P Small-Cap ETF worth $312K as of Q2 2026.
Platform Technology Partners bought 262 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $36K.
iShares Core S&P Small-Cap ETF made up 0.05% of Platform Technology Partners's portfolio in Q2 2026, its #246 holding.
Platform Technology Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 11 quarters since.
Platform Technology Partners's iShares Core S&P Small-Cap ETF position peaked at $514K 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 Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.