SWS Partners
IJR icon

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
Q3 		$1.76M Sell
12,957
-117
-0.9% -$16.9K 0.38% 75
2026
Q2 		$1.94M Sell
13,074
-38
-0.3% -$5.22K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

SWS Partners's IJR Position: Q3 2026 in Review

SWS Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.89% in Q3 2026, selling an estimated $16.9K and leaving 12,957 shares worth $1.76M. The position accounts for 0.38% of the portfolio, ranked #75.

SWS Partners first reported a position in IJR in Q4 2017 and has held it in 26 quarters since. The position peaked at $6.14M in Q3 2024. 1,880 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • SWS Partners held 12,957 shares of iShares Core S&P Small-Cap ETF worth $1.76M as of Q3 2026.
  • SWS Partners sold 117 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $16.9K.
  • iShares Core S&P Small-Cap ETF made up 0.38% of SWS Partners's portfolio in Q3 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 26 quarters since.
  • SWS Partners's iShares Core S&P Small-Cap ETF position peaked at $6.14M in Q3 2024.
  • 1,880 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.