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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-7,920
Closed -$1.17M – 160
2026
Q2
$1.17M Buy
+7,920
New +$1.09M 0.6% 44

Other funds holding IJR

Quantum Financial Partners's IJR Position: Q3 2026 in Review

Quantum Financial Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 7,920 shares — an estimated $1.17M sold.

Quantum Financial Partners first reported a position in IJR in Q2 2026 and held it in 1 quarter. The position peaked at $1.17M in Q2 2026. 1,777 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Quantum Financial Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 7,920 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $1.17M.
  • Quantum Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $1.17M in Q2 2026.
  • 1,777 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.