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 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 $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

Quotient Wealth Partners's IJR Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7% in Q1 2026, selling an estimated $214K and leaving 22,428 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #70.

Quotient Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.3M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Quotient Wealth Partners held 22,428 shares of iShares Core S&P Small-Cap ETF worth $2.79M as of Q1 2026.
Quotient Wealth Partners sold 1,687 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $214K.
iShares Core S&P Small-Cap ETF made up 0.07% of Quotient Wealth Partners's portfolio in Q1 2026, its #70 holding.
Quotient 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.
Quotient Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $66.3M 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 Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.