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

Roth 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 		$29.4M Buy
198,008
+3,892
+2% +$534K 8.73% 4
2026
Q1 		$24.1M Sell
194,116
-4,159
-2% -$528K 8.23% 4
2025
Q4 		$23.8M Buy
198,275
+1,762
+0.9% +$211K 7.86% 4
2025
Q3 		$23.4M Buy
196,513
+1,693
+0.9% +$195K 7.87% 4
2025
Q2 		$21.3M Buy
194,820
+11,214
+6% +$1.16M 7.68% 4
2025
Q1 		$19.2M Buy
183,606
+3,399
+2% +$384K 7.58% 4
2024
Q4 		$20.8M Sell
180,207
-1,198
-0.7% -$143K 8.26% 4
2024
Q3 		$21.2M Sell
181,405
-230
-0.1% -$26K 8.47% 4
2024
Q2 		$19.4M Sell
181,635
-199
-0.1% -$21.3K 8.36% 4
2024
Q1 		$20.1M Buy
181,834
+14,063
+8% +$1.49M 8.9% 4
2023
Q4 		$18.2M Buy
167,771
+2,699
+2% +$260K 9.3% 4
2023
Q3 		$15.6M Buy
165,072
+3,874
+2% +$387K 9.75% 4
2023
Q2 		$16.1M Buy
161,198
+3,279
+2% +$312K 10.07% 4
2023
Q1 		$15.3M Buy
157,919
+2,851
+2% +$285K 10.16% 4
2022
Q4 		$14.7M Buy
155,068
+1,135
+0.7% +$109K 10.61% 4
2022
Q3 		$13.4M Buy
153,933
+12,751
+9% +$1.24M 10.77% 4
2022
Q2 		$13M Buy
141,182
+4,678
+3% +$465K 10.42% 4
2022
Q1 		$14.7M Buy
136,504
+992
+0.7% +$107K 10.63% 4
2021
Q4 		$15.5M Buy
135,512
+598
+0.4% +$68.2K 11.05% 4
2021
Q3 		$14.7M Sell
134,914
-1,632
-1% -$180K 11.43% 4
2021
Q2 		$15.4M Sell
136,546
-8,599
-6% -$959K 11.89% 4
2021
Q1 		$15.8M Sell
145,145
-33,280
-19% -$3.48M 13.03% 4
2020
Q4 		$16.4M Buy
+178,425
New +$14.7M 16.24% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Roth Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, buying an estimated $534K and bringing the position to 198,008 shares worth $29.4M. The position accounts for 8.73% of the portfolio, ranked #4.

Roth Financial Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Roth Financial Partners held 198,008 shares of iShares Core S&P Small-Cap ETF worth $29.4M as of Q2 2026.
  • Roth Financial Partners bought 3,892 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $534K.
  • iShares Core S&P Small-Cap ETF made up 8.73% of Roth Financial Partners's portfolio in Q2 2026, its #4 holding.
  • Roth Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.