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

Sandbox 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
Q1 		$6.17M Buy
49,622
+6,227
+14% +$791K 1.73% 17
2025
Q4 		$5.22M Buy
43,395
+2,758
+7% +$330K 1.44% 18
2025
Q3 		$4.83M Buy
40,637
+1,466
+4% +$169K 1.38% 17
2025
Q2 		$4.28M Buy
39,171
+37,236
+1,924% +$3.85M 1.35% 17
2025
Q1 		$202K Sell
1,935
-387
-17% -$43.7K 0.07% 105
2024
Q4 		$268K Buy
2,322
+15
+0.7% +$1.79K 0.09% 93
2024
Q3 		$270K Buy
2,307
+105
+5% +$11.9K 0.1% 90
2024
Q2 		$235K Buy
2,202
+75
+4% +$8.02K 0.09% 90
2024
Q1 		$235K Buy
2,127
+162
+8% +$17.2K 0.1% 88
2023
Q4 		$213K Buy
+1,965
New +$189K 0.1% 84
2022
Q1 		– Sell
-3,075
Closed -$352K – 102
2021
Q4 		$352K Buy
3,075
+186
+6% +$21.2K 0.22% 57
2021
Q3 		$315K Buy
2,889
+102
+4% +$11.2K 0.22% 63
2021
Q2 		$315K Buy
+2,787
New +$311K 0.23% 59

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Sandbox Financial Partners's IJR Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 14% in Q1 2026, buying an estimated $791K and bringing the position to 49,622 shares worth $6.17M. The position accounts for 1.73% of the portfolio, ranked #17.

Sandbox Financial Partners first reported a position in IJR in Q2 2021 and has held it in 13 quarters since. 2,754 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Sandbox Financial Partners held 49,622 shares of iShares Core S&P Small-Cap ETF worth $6.17M as of Q1 2026.
  • Sandbox Financial Partners bought 6,227 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $791K.
  • iShares Core S&P Small-Cap ETF made up 1.73% of Sandbox Financial Partners's portfolio in Q1 2026, its #17 holding.
  • Sandbox Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and has held it in 13 quarters since.
  • 2,754 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.