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

Sagespring 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	$15.1M	Sell	121,225 -15,988	-12%	-$2.03M	0.27%	51
2025 Q4	$16.5M	Sell	137,213 -10,857	-7%	-$1.3M	0.3%	52
2025 Q3	$17.6M	Sell	148,070 -9,239	-6%	-$1.06M	0.34%	48
2025 Q2	$17.2M	Sell	157,309 -38,710	-20%	-$4M	0.37%	46
2025 Q1	$20.5M	Sell	196,019 -130,834	-40%	-$14.8M	0.52%	35
2024 Q4	$37.7M	Buy	+326,853	New	+$39M	0.99%	24

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

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

Sagespring Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q1 2026, selling an estimated $2.03M and leaving 121,225 shares worth $15.1M. The position accounts for 0.27% of the portfolio, ranked #51.

Sagespring Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.7M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Sagespring Wealth Partners held 121,225 shares of iShares Core S&P Small-Cap ETF worth $15.1M as of Q1 2026.
Sagespring Wealth Partners sold 15,988 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.03M.
iShares Core S&P Small-Cap ETF made up 0.27% of Sagespring Wealth Partners's portfolio in Q1 2026, its #51 holding.
Sagespring Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $37.7M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.