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

Reliant Investment 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 		– Sell
-2,030
Closed -$244K – 116
2025
Q4 		$244K Hold
2,030
– – 0.19% 97
2025
Q3 		$244K Hold
2,030
– – 0.19% 101
2025
Q2 		$222K Hold
2,030
– – 0.19% 106
2025
Q1 		$212K Hold
2,030
– – 0.22% 88
2024
Q4 		$234K Buy
+2,030
New +$243K 0.21% 101

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reliant Investment Partners's IJR Position: Q1 2026 in Review

Reliant Investment Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,030 shares — an estimated $244K sold.

Reliant Investment Partners first reported a position in IJR in Q4 2024 and held it in 5 quarters. The position peaked at $244K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Reliant Investment Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Reliant Investment Partners sold 2,030 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $244K.
  • Reliant Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Reliant Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $244K in Q4 2025.
  • 2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Reliant Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.