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

Signature Equity 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	$145K	Sell	981 -793	-45%	-$109K	0.07%	238
2026 Q1	$221K	Buy	1,774 +42	+2%	+$5.34K	0.12%	169
2025 Q4	$208K	Buy	+1,732	New	+$207K	0.12%	164

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 22.9% 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

Signature Equity Partners's IJR Position: Q2 2026 in Review

Signature Equity Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 45% in Q2 2026, selling an estimated $109K and leaving 981 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #238.

Signature Equity Partners first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $221K in Q1 2026. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Signature Equity Partners held 981 shares of iShares Core S&P Small-Cap ETF worth $145K as of Q2 2026.
Signature Equity Partners sold 793 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $109K.
iShares Core S&P Small-Cap ETF made up 0.07% of Signature Equity Partners's portfolio in Q2 2026, its #238 holding.
Signature Equity Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's iShares Core S&P Small-Cap ETF position peaked at $221K in Q1 2026.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.