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

Strategic 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
Q1 		$780K Sell
6,272
-80
-1% -$10.2K 0.05% 169
2025
Q4 		$763K Buy
6,352
+448
+8% +$53.6K 0.05% 168
2025
Q3 		$702K Sell
5,904
-2,228
-27% -$256K 0.05% 191
2025
Q2 		$889K Buy
+8,132
New +$841K 0.07% 166
2024
Q4 		$935K Sell
7,976
-1,002
-11% -$120K 0.08% 156
2024
Q3 		$1.05M Sell
8,978
-196
-2% -$22.1K 0.1% 139
2024
Q2 		$978K Buy
9,174
+188
+2% +$20.1K 0.1% 140
2024
Q1 		$993K Buy
8,986
+54
+0.6% +$5.73K 0.11% 134
2023
Q4 		$967K Sell
8,932
-996
-10% -$96K 0.12% 131
2023
Q3 		$937K Buy
9,928
+394
+4% +$39.4K 0.12% 159
2023
Q2 		$950K Buy
9,534
+4,079
+75% +$388K 0.12% 154
2023
Q1 		$527K Sell
5,455
-2,205
-29% -$220K 0.08% 173
2022
Q4 		$725K Sell
7,660
-1,679
-18% -$161K 0.13% 144
2022
Q3 		$814K Buy
9,339
+4,810
+106% +$467K 0.17% 139
2022
Q2 		$419K Sell
4,529
-1,274
-22% -$127K 0.09% 169
2022
Q1 		$626K Hold
5,803
– – 0.12% 161
2021
Q4 		$665K Sell
5,803
-551
-9% -$62.8K 0.13% 172
2021
Q3 		$694K Buy
6,354
+353
+6% +$38.9K 0.2% 134
2021
Q2 		$678K Buy
+6,001
New +$669K 0.22% 118
2020
Q2 		– Sell
-3,541
Closed -$297K – 147
2020
Q1 		$297K Hold
3,541
– – 0.15% 112
2019
Q4 		$297K Sell
3,541
-159
-4% -$12.8K 0.15% 112
2019
Q3 		$12.9K Sell
3,700
-227
-6% -$17.6K 0.07% 129
2019
Q2 		$307K Sell
3,927
-6,370
-62% -$495K 0.15% 109
2019
Q1 		$803K Sell
10,297
-3,351
-25% -$257K 0.37% 82
2018
Q4 		$1.03M Buy
13,648
+10,417
+322% +$805K 0.52% 58
2018
Q3 		$282K Buy
3,231
+600
+23% +$52.6K 0.15% 114
2018
Q2 		$220K Sell
2,631
-71
-3% -$5.79K 0.13% 127
2018
Q1 		$208K Sell
2,702
-10,265
-79% -$799K 0.11% 148
2017
Q4 		$951K Buy
+12,967
New +$978K 0.53% 65

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Partners's IJR Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q1 2026, selling an estimated $10.2K and leaving 6,272 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #169.

Strategic Wealth Partners first reported a position in IJR in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.05M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Strategic Wealth Partners held 6,272 shares of iShares Core S&P Small-Cap ETF worth $780K as of Q1 2026.
  • Strategic Wealth Partners sold 80 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $10.2K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Strategic Wealth Partners's portfolio in Q1 2026, its #169 holding.
  • Strategic Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $1.05M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.