Premier Path Wealth Partners
IJR icon

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

Premier Path 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
Q3 		$5.38M Buy
39,526
+7,583
+24% +$1.1M 0.63% 37
2026
Q2 		$4.74M Sell
31,943
-14,219
-31% -$1.95M 0.54% 42
2026
Q1 		$5.74M Sell
46,162
-21,827
-32% -$2.77M 0.75% 29
2025
Q4 		$8.17M Sell
67,989
-4,332
-6% -$518K 1.06% 25
2025
Q3 		$8.59M Buy
72,321
+1,390
+2% +$160K 1.11% 20
2025
Q2 		$7.75M Buy
70,931
+3,602
+5% +$372K 1.08% 21
2025
Q1 		$7.04M Buy
67,329
+4,274
+7% +$482K 1.1% 20
2024
Q4 		$7.27M Buy
63,055
+1,166
+2% +$139K 1.11% 20
2024
Q3 		$7.24M Buy
61,889
+2,271
+4% +$257K 1.14% 18
2024
Q2 		$6.36M Buy
59,618
+2,796
+5% +$299K 1.08% 20
2024
Q1 		$6.28M Buy
56,822
+9,118
+19% +$968K 1.18% 19
2023
Q4 		$5.22M Buy
+47,704
New +$4.6M 1.16% 18

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Premier Path Wealth Partners's IJR Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 24% in Q3 2026, buying an estimated $1.1M and bringing the position to 39,526 shares worth $5.38M. The position accounts for 0.63% of the portfolio, ranked #37.

Premier Path Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.59M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Premier Path Wealth Partners held 39,526 shares of iShares Core S&P Small-Cap ETF worth $5.38M as of Q3 2026.
  • Premier Path Wealth Partners bought 7,583 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.1M.
  • iShares Core S&P Small-Cap ETF made up 0.63% of Premier Path Wealth Partners's portfolio in Q3 2026, its #37 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $8.59M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.