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

SIMA 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 Q2	$447K	Sell	3,016 -185	-6%	-$25.4K	0.32%	34
2026 Q1	$398K	Sell	3,201 -71	-2%	-$9.02K	0.3%	34
2025 Q4	$393K	Hold	3,272	–	–	0.3%	34
2025 Q3	$389K	Sell	3,272 -13	-0.4%	-$1.5K	0.3%	34
2025 Q2	$359K	Sell	3,285 -158	-5%	-$16.3K	0.29%	34
2025 Q1	$360K	Sell	3,443 -397	-10%	-$44.8K	0.3%	34
2024 Q4	$442K	Sell	3,840 -2,876	-43%	-$344K	0.38%	30
2024 Q3	$785K	Sell	6,716 -2,782	-29%	-$314K	0.68%	23
2024 Q2	$1.01M	Buy	+9,498	New	+$1.02M	0.97%	22

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 22.96% 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

SIMA Wealth Partners's IJR Position: Q2 2026 in Review

SIMA Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q2 2026, selling an estimated $25.4K and leaving 3,016 shares worth $447K. The position accounts for 0.32% of the portfolio, ranked #34.

SIMA Wealth Partners first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q2 2024. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SIMA Wealth Partners held 3,016 shares of iShares Core S&P Small-Cap ETF worth $447K as of Q2 2026.
SIMA Wealth Partners sold 185 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.4K.
iShares Core S&P Small-Cap ETF made up 0.32% of SIMA Wealth Partners's portfolio in Q2 2026, its #34 holding.
SIMA Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q2 2024.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.