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

Summit 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	$5.08M	Buy	34,277 +1,243	+4%	+$171K	0.72%	39
2026 Q1	$4.11M	Buy	33,034 +5,842	+21%	+$742K	0.65%	44
2025 Q4	$3.27M	Sell	27,192 -2,713	-9%	-$324K	0.6%	40
2025 Q3	$3.55M	Buy	29,905 +336	+1%	+$38.6K	0.64%	38
2025 Q2	$3.23M	Sell	29,569 -2,017	-6%	-$208K	0.62%	40
2025 Q1	$3.3M	Sell	31,586 -199	-0.6%	-$22.5K	0.67%	38
2024 Q4	$3.66M	Sell	31,785 -807	-2%	-$96.4K	0.75%	34
2024 Q3	$3.81M	Buy	32,592 +1,306	+4%	+$148K	0.73%	34
2024 Q2	$3.34M	Buy	31,286 +4,418	+16%	+$473K	0.69%	36
2024 Q1	$2.97M	Buy	26,868 +4,554	+20%	+$484K	0.63%	37
2023 Q4	$2.42M	Buy	22,314 +2,943	+15%	+$284K	0.56%	38
2023 Q3	$1.83M	Buy	19,371 +2,024	+12%	+$202K	0.47%	42
2023 Q2	$1.73M	Buy	17,347 +170	+1%	+$16.2K	0.43%	41
2023 Q1	$1.66M	Buy	17,177 +347	+2%	+$34.7K	0.43%	42
2022 Q4	$1.59M	Buy	16,830 +1,822	+12%	+$175K	0.42%	45
2022 Q3	$1.31M	Sell	15,008 -906	-6%	-$88K	0.37%	48
2022 Q2	$1.47M	Sell	15,914 -2,287	-13%	-$227K	0.39%	41
2022 Q1	$1.96M	Sell	18,201 -2	-0%	-$216	0.44%	34
2021 Q4	$2.08M	Sell	18,203 -217	-1%	-$24.7K	0.45%	35
2021 Q3	$2.01M	Sell	18,420 -139	-0.7%	-$15.3K	0.48%	32
2021 Q2	$2.1M	Buy	18,559 +609	+3%	+$67.9K	0.5%	32
2021 Q1	$1.95M	Sell	17,950 -464	-3%	-$48.6K	0.5%	32
2020 Q4	$1.69M	Buy	18,414 +177	+1%	+$14.5K	0.46%	34
2020 Q3	$1.28M	Sell	18,237 -1,682	-8%	-$121K	0.39%	46
2020 Q2	$1.36M	Buy	19,919 +5,909	+42%	+$373K	0.44%	42
2020 Q1	$786K	Buy	14,010 +2,048	+17%	+$153K	0.32%	49
2019 Q4	$1M	Buy	+11,962	New	+$962K	0.35%	47

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Summit Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.8% in Q2 2026, buying an estimated $171K and bringing the position to 34,277 shares worth $5.08M. The position accounts for 0.72% of the portfolio, ranked #39.

Summit Wealth Partners first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Summit Wealth Partners held 34,277 shares of iShares Core S&P Small-Cap ETF worth $5.08M as of Q2 2026.
Summit Wealth Partners bought 1,243 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $171K.
iShares Core S&P Small-Cap ETF made up 0.72% of Summit Wealth Partners's portfolio in Q2 2026, its #39 holding.
Summit Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.