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

Quantum Financial 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 		$1.17M Buy
+7,920
New +$1.09M 0.6% 44

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Quantum Financial Partners's IJR Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 7,920 shares worth $1.17M. The stake represents 0.6% of the portfolio and ranks #44 among its holdings.

797 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Quantum Financial Partners held 7,920 shares of iShares Core S&P Small-Cap ETF worth $1.17M as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Quantum Financial Partners position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.6% of Quantum Financial Partners's portfolio in Q2 2026, its #44 holding.
  • 797 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.