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

Root 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	$1.23M	Buy	8,308 +219	+3%	+$30.1K	0.05%	105
2026 Q1	$1.01M	Buy	8,089 +1,308	+19%	+$166K	0.05%	106
2025 Q4	$815K	Sell	6,781 -376	-5%	-$45K	0.04%	112
2025 Q3	$851K	Buy	7,157 +1,647	+30%	+$189K	0.05%	94
2025 Q2	$602K	Buy	5,510 +391	+8%	+$40.4K	0.06%	106
2025 Q1	$535K	Sell	5,119 -1,480	-22%	-$167K	0.06%	108
2024 Q4	$760K	Buy	+6,599	New	+$788K	0.09%	81

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

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

Root Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q2 2026, buying an estimated $30.1K and bringing the position to 8,308 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #105.

Root Financial Partners first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Root Financial Partners held 8,308 shares of iShares Core S&P Small-Cap ETF worth $1.23M as of Q2 2026.
Root Financial Partners bought 219 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $30.1K.
iShares Core S&P Small-Cap ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #105 holding.
Root Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.