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

SWS 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	$1.94M	Sell	13,074 -38	-0.3%	-$5.21K	0.42%	75
2026 Q1	$1.63M	Sell	13,112 -1,418	-10%	-$180K	0.4%	80
2025 Q4	$1.75M	Sell	14,530 -49	-0.3%	-$5.86K	0.42%	79
2025 Q3	$1.73M	Sell	14,579 -146	-1%	-$16.8K	0.42%	80
2025 Q2	$1.61M	Sell	14,725 -1,669	-10%	-$173K	0.43%	81
2025 Q1	$1.71M	Sell	16,394 -5,570	-25%	-$629K	0.56%	72
2024 Q4	$2.53M	Sell	21,964 -30,554	-58%	-$3.65M	0.77%	50
2024 Q3	$6.14M	Buy	52,518 +1,695	+3%	+$191K	1.96%	10
2024 Q2	$5.42M	Buy	50,823 +558	+1%	+$59.7K	1.62%	11
2024 Q1	$5.56M	Buy	+50,265	New	+$5.34M	1.66%	10
2023 Q4	–	Sell	-47,726	Closed	-$4.5M	–	113
2023 Q3	$4.5M	Buy	47,726 +1,379	+3%	+$138K	1.66%	7
2023 Q2	$4.62M	Buy	46,347 +887	+2%	+$84.5K	1.67%	9
2023 Q1	$4.4M	Buy	45,460 +4,395	+11%	+$439K	1.64%	8
2022 Q4	$3.89M	Buy	41,065 +1,457	+4%	+$140K	1.84%	7
2022 Q3	$3.45M	Buy	+39,608	New	+$3.85M	1.6%	8
2021 Q1	–	Sell	-33,707	Closed	-$3.1M	–	93
2020 Q4	$3.1M	Sell	33,707 -3,056	-8%	-$251K	1.38%	14
2020 Q3	$2.58M	Buy	+36,763	New	+$2.63M	1.29%	17
2020 Q2	–	Sell	-30,999	Closed	-$1.74M	–	87
2020 Q1	$1.74M	Buy	+30,999	New	+$2.31M	1.24%	22
2019 Q3	$2.38M	Buy	29,391 +2,533	+9%	+$196K	1.41%	17
2019 Q2	$2.08M	Buy	+26,858	New	+$2.09M	1.32%	17
2018 Q4	$1.4M	Sell	20,192 -2,413	-11%	-$186K	1.06%	44
2018 Q3	$1.97M	Buy	22,605 +788	+4%	+$69K	1.25%	38
2018 Q2	$1.82M	Buy	21,817 +3,006	+16%	+$245K	1.28%	35
2018 Q1	$1.42M	Buy	18,811 +4,975	+36%	+$387K	1.04%	45
2017 Q4	$1.06M	Buy	+13,836	New	+$1.04M	0.8%	45

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

SWS Partners's IJR Position: Q2 2026 in Review

SWS Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, selling an estimated $5.21K and leaving 13,074 shares worth $1.94M. The position accounts for 0.42% of the portfolio, ranked #75.

SWS Partners first reported a position in IJR in Q4 2017 and has held it in 25 quarters since. The position peaked at $6.14M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

SWS Partners held 13,074 shares of iShares Core S&P Small-Cap ETF worth $1.94M as of Q2 2026.
SWS Partners sold 38 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.21K.
iShares Core S&P Small-Cap ETF made up 0.42% of SWS Partners's portfolio in Q2 2026, its #75 holding.
SWS Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 25 quarters since.
SWS Partners's iShares Core S&P Small-Cap ETF position peaked at $6.14M in Q3 2024.
1,585 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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