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

Single Point 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	$36.3M	Buy	244,736 +1,019	+0.4%	+$140K	6.39%	4
2026 Q1	$30.3M	Buy	243,717 +1,015	+0.4%	+$129K	6.03%	4
2025 Q4	$29.2M	Buy	242,702 +209	+0.1%	+$25K	5.77%	4
2025 Q3	$28.8M	Buy	242,493 +3,282	+1%	+$377K	5.85%	4
2025 Q2	$26.1M	Sell	239,211 -8,126	-3%	-$840K	5.72%	4
2025 Q1	$25.9M	Buy	247,337 +7,885	+3%	+$890K	6.07%	4
2024 Q4	$27.6M	Buy	+239,452	New	+$28.6M	6.35%	4
2024 Q2	–	Sell	-233,780	Closed	-$25.8M	–	48
2024 Q1	$25.8M	Buy	233,780 +8,497	+4%	+$902K	6%	5
2023 Q4	$24.4M	Sell	225,283 -3,334	-1%	-$321K	6.08%	5
2023 Q3	$21.7M	Buy	+228,617	New	+$22.8M	5.69%	5
2023 Q2	–	Sell	-233,511	Closed	-$22.6M	–	103
2023 Q1	$22.6M	Buy	233,511 +11,741	+5%	+$1.17M	4.94%	5
2022 Q4	$21M	Sell	221,770 -11,053	-5%	-$1.06M	5.04%	5
2022 Q3	$20.3M	Sell	232,823 -15,403	-6%	-$1.5M	5.57%	5
2022 Q2	$22.9M	Buy	248,226 +13,454	+6%	+$1.34M	6.26%	4
2022 Q1	$25.3M	Buy	234,772 +9,055	+4%	+$977K	6.46%	4
2021 Q4	$25.8M	Buy	+225,717	New	+$25.7M	6.92%	4
2021 Q3	–	Sell	-205,063	Closed	-$23.2M	–	51
2021 Q2	$23.2M	Buy	205,063 +11,342	+6%	+$1.27M	7.98%	4
2021 Q1	$21.3M	Buy	193,721 +33,584	+21%	+$3.52M	7.8%	3
2020 Q4	$14.7M	Buy	160,137 +8,611	+6%	+$707K	6.63%	4
2020 Q3	$10.6M	Buy	151,526 +13,498	+10%	+$967K	5.66%	5
2020 Q2	$9.43M	Buy	138,028 +5,726	+4%	+$362K	5.48%	5
2020 Q1	$7.42M	Sell	132,302 -37,640	-22%	-$2.8M	5.15%	5
2019 Q4	$14.3M	Buy	+169,942	New	+$13.7M	8.63%	4

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Single Point Partners's IJR Position: Q2 2026 in Review

Single Point Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.42% in Q2 2026, buying an estimated $140K and bringing the position to 244,736 shares worth $36.3M. The position accounts for 6.39% of the portfolio, ranked #4.

Single Point Partners first reported a position in IJR in Q4 2019 and has held it in 23 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Single Point Partners held 244,736 shares of iShares Core S&P Small-Cap ETF worth $36.3M as of Q2 2026.
Single Point Partners bought 1,019 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $140K.
iShares Core S&P Small-Cap ETF made up 6.39% of Single Point Partners's portfolio in Q2 2026, its #4 holding.
Single Point Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.