SFP
IJR icon

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

Shepherd 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 		$519K Hold
3,502
– – 0.04% 165
2026
Q1 		$435K Hold
3,502
– – 0.04% 169
2025
Q4 		$421K Sell
3,502
-495
-12% -$59.2K 0.04% 175
2025
Q3 		$475K Sell
3,997
-1,954
-33% -$225K 0.05% 159
2025
Q2 		$650K Sell
5,951
-1,934
-25% -$200K 0.07% 131
2025
Q1 		$825K Buy
7,885
+1,903
+32% +$215K 0.1% 115
2024
Q4 		$689K Buy
5,982
+20
+0.3% +$2.39K 0.08% 120
2024
Q3 		$697K Sell
5,962
-166
-3% -$18.8K 0.08% 124
2024
Q2 		$654K Buy
6,128
+8
+0.1% +$856 0.08% 125
2024
Q1 		$676K Buy
6,120
+98
+2% +$10.4K 0.09% 126
2023
Q4 		$652K Hold
6,022
– – 0.09% 124
2023
Q3 		$568K Buy
6,022
+175
+3% +$17.5K 0.09% 120
2023
Q2 		$583K Sell
5,847
-27
-0.5% -$2.57K 0.09% 121
2023
Q1 		$568K Hold
5,874
– – 0.1% 116
2022
Q4 		$556K Buy
5,874
+26
+0.4% +$2.49K 0.1% 115
2022
Q3 		$510K Buy
5,848
+181
+3% +$17.6K 0.1% 116
2022
Q2 		$524K Hold
5,667
– – 0.1% 107
2022
Q1 		$611K Buy
5,667
+1,537
+37% +$166K 0.11% 109
2021
Q4 		$473K Buy
4,130
+672
+19% +$76.6K 0.08% 116
2021
Q3 		$378K Buy
+3,458
New +$381K 0.07% 120
2019
Q2 		– Sell
-3,691
Closed -$285K – 128
2019
Q1 		$285K Sell
3,691
-420
-10% -$32.3K 0.06% 113
2018
Q4 		$287K Sell
4,111
-154
-4% -$11.9K 0.06% 105
2018
Q3 		$357K Hold
4,265
– – 0.08% 93
2018
Q2 		$360K Buy
4,265
+108
+3% +$8.8K 0.08% 93
2018
Q1 		$321K Buy
+4,157
New +$324K 0.08% 92

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

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

Shepherd Financial Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,502 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #165.

Shepherd Financial Partners first reported a position in IJR in Q1 2018 and has held it in 25 quarters since. The position peaked at $825K in Q1 2025. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Shepherd Financial Partners held 3,502 shares of iShares Core S&P Small-Cap ETF worth $519K as of Q2 2026.
  • Shepherd Financial Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #165 holding.
  • Shepherd Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 25 quarters since.
  • Shepherd Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $825K in Q1 2025.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.