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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Premier Path Wealth Partners's IJR Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 32% in Q1 2026, selling an estimated $2.77M and leaving 46,162 shares worth $5.74M. The position accounts for 0.75% of the portfolio, ranked #29.

Premier Path Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.59M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Premier Path Wealth Partners held 46,162 shares of iShares Core S&P Small-Cap ETF worth $5.74M as of Q1 2026.
Premier Path Wealth Partners sold 21,827 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.77M.
iShares Core S&P Small-Cap ETF made up 0.75% of Premier Path Wealth Partners's portfolio in Q1 2026, its #29 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 10 quarters since.
Premier Path Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $8.59M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.