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

Quotient 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	$3.24M	Sell	21,870 -558	-2%	-$76.6K	0.08%	68
2026 Q1	$2.79M	Sell	22,428 -1,687	-7%	-$214K	0.07%	70
2025 Q4	$2.9M	Sell	24,115 -533,961	-96%	-$63.9M	0.08%	67
2025 Q3	$66.3M	Buy	558,076 +9,963	+2%	+$1.15M	1.82%	17
2025 Q2	$59.9M	Buy	548,113 +16,512	+3%	+$1.71M	1.76%	17
2025 Q1	$55.6M	Buy	531,601 +36,447	+7%	+$4.11M	1.78%	17
2024 Q4	$57.1M	Buy	495,154 +1,766	+0.4%	+$211K	1.87%	15
2024 Q3	$57.7M	Buy	493,388 +7,088	+1%	+$801K	1.9%	14
2024 Q2	$51.9M	Buy	486,300 +16,712	+4%	+$1.79M	1.82%	15
2024 Q1	$51.9M	Buy	469,588 +24,118	+5%	+$2.56M	1.85%	13
2023 Q4	$48.2M	Buy	+445,470	New	+$42.9M	1.87%	15

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

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

Quotient Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $76.6K and leaving 21,870 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #68.

Quotient Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.3M in Q3 2025. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Quotient Wealth Partners held 21,870 shares of iShares Core S&P Small-Cap ETF worth $3.24M as of Q2 2026.
Quotient Wealth Partners sold 558 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $76.6K.
iShares Core S&P Small-Cap ETF made up 0.08% of Quotient Wealth Partners's portfolio in Q2 2026, its #68 holding.
Quotient Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $66.3M in Q3 2025.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.