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

Stablepoint 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	$274K	Hold	1,848	–	–	0.04%	231
2026 Q1	$230K	Sell	1,848 -83	-4%	-$10.5K	0.03%	244
2025 Q4	$232K	Buy	1,931 +39	+2%	+$4.66K	0.04%	229
2025 Q3	$225K	Sell	1,892 -77	-4%	-$8.86K	0.04%	238
2025 Q2	$215K	Buy	1,969 +13	+0.7%	+$1.34K	0.04%	240
2025 Q1	$205K	Buy	1,956 +112	+6%	+$12.6K	0.04%	235
2024 Q4	$212K	Buy	1,844 +11	+0.6%	+$1.31K	0.04%	231
2024 Q3	$214K	Sell	1,833 -477	-21%	-$53.9K	0.04%	232
2024 Q2	$270K	Buy	+2,310	New	+$247K	0.05%	219

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

Stablepoint Partners's IJR Position: Q2 2026 in Review

Stablepoint Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,848 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #231.

Stablepoint Partners first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Stablepoint Partners held 1,848 shares of iShares Core S&P Small-Cap ETF worth $274K as of Q2 2026.
Stablepoint 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 Stablepoint Partners's portfolio in Q2 2026, its #231 holding.
Stablepoint Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.