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

Principle 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	$1.8M	Sell	12,148 -417	-3%	-$57.2K	0.09%	145
2026 Q1	$1.56M	Sell	12,565 -268	-2%	-$34K	0.09%	143
2025 Q4	$1.54M	Sell	12,833 -410	-3%	-$49K	0.09%	140
2025 Q3	$1.57M	Buy	13,243 +2,958	+29%	+$340K	0.09%	133
2025 Q2	$1.12M	Sell	10,285 -274,898	-96%	-$28.4M	0.07%	151
2025 Q1	$29.8M	Buy	285,183 +7,735	+3%	+$873K	2.13%	7
2024 Q4	$32M	Buy	277,448 +18,333	+7%	+$2.19M	2.24%	9
2024 Q3	$30.3M	Buy	259,115 +101,194	+64%	+$11.4M	2.15%	9
2024 Q2	$16.8M	Buy	157,921 +1,161	+0.7%	+$124K	1.28%	16
2024 Q1	$17.3M	Buy	156,760 +117,198	+296%	+$12.4M	1.35%	15
2023 Q4	$4.28M	Buy	39,562 +30,996	+362%	+$2.99M	0.37%	70
2023 Q3	$808K	Buy	8,566 +4,189	+96%	+$418K	0.08%	161
2023 Q2	$436K	Buy	4,377 +837	+24%	+$79.7K	0.04%	212
2023 Q1	$342K	Sell	3,540 -2,035	-37%	-$203K	0.04%	236
2022 Q4	$528K	Sell	5,575 -53	-0.9%	-$5.08K	0.06%	181
2022 Q3	$491K	Buy	5,628 +2,082	+59%	+$202K	0.05%	182
2022 Q2	$328K	Buy	3,546 +111	+3%	+$11K	0.04%	233
2022 Q1	$371K	Buy	3,435 +5	+0.1%	+$540	0.04%	235
2021 Q4	$393K	Buy	3,430 +520	+18%	+$59.3K	0.04%	235
2021 Q3	$318K	Buy	2,910 +144	+5%	+$15.9K	0.04%	240
2021 Q2	$313K	Buy	2,766 +466	+20%	+$52K	0.04%	249
2021 Q1	$250K	Sell	2,300 -450	-16%	-$47.1K	0.03%	260
2020 Q4	$253K	Buy	+2,750	New	+$226K	0.03%	244
2020 Q1	–	Sell	-10,736	Closed	-$900K	–	151
2019 Q4	$900K	Sell	10,736 -1,217	-10%	-$97.9K	0.29%	61
2019 Q3	$930K	Buy	11,953 +2,437	+26%	+$189K	0.32%	60
2019 Q2	$745K	Sell	9,516 -77	-0.8%	-$5.98K	0.38%	52
2019 Q1	$740K	Sell	9,593 -1,387	-13%	-$107K	0.42%	48
2018 Q4	$761K	Buy	+10,980	New	+$849K	0.64%	39

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

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

Principle Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, selling an estimated $57.2K and leaving 12,148 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #145.

Principle Wealth Partners first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. The position peaked at $32M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Principle Wealth Partners held 12,148 shares of iShares Core S&P Small-Cap ETF worth $1.8M as of Q2 2026.
Principle Wealth Partners sold 417 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $57.2K.
iShares Core S&P Small-Cap ETF made up 0.09% of Principle Wealth Partners's portfolio in Q2 2026, its #145 holding.
Principle Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Principle Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $32M in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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