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

TFO 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 		$11.5M Sell
92,387
-149
-0.2% -$18.9K 1.56% 9
2025
Q4 		$11.1M Sell
92,536
-167
-0.2% -$20K 1.66% 8
2025
Q3 		$11M Buy
92,703
+71
+0.1% +$8.17K 1.8% 7
2025
Q2 		$10.1M Sell
92,632
-23
-0% -$2.38K 1.78% 7
2025
Q1 		$9.69M Buy
+92,655
New +$10.5M 1.92% 7
2024
Q4 		– Sell
-93,984
Closed -$11M – 16
2024
Q3 		$11M Buy
93,984
+408
+0.4% +$46.1K 2.02% 6
2024
Q2 		$9.98M Buy
93,576
+286
+0.3% +$30.6K 1.95% 7
2024
Q1 		$10.3M Sell
93,290
-79
-0.1% -$8.39K 2% 6
2023
Q4 		$10.1M Sell
93,369
-1,439
-2% -$139K 2.06% 6
2023
Q3 		$9.45M Buy
94,808
+998
+1% +$99.7K 1.97% 6
2023
Q2 		$9.35M Buy
93,810
+800
+0.9% +$76.2K 1.97% 6
2023
Q1 		$8.99M Buy
93,010
+92,933
+120,692% +$9.29M 1.97% 6
2022
Q4 		$3.58K Sell
77
-93,383
-100% -$8.96M ﹤0.01% 197
2022
Q3 		$8.15M Sell
93,460
-3,718
-4% -$361K 2.04% 8
2022
Q2 		$8.98M Buy
97,178
+103
+0.1% +$10.2K 2.02% 7
2022
Q1 		$10.5M Buy
97,075
+3
+0% +$324 2.07% 6
2021
Q4 		$10.7M Sell
97,072
-144
-0.1% -$16.4K 2.06% 6
2021
Q3 		$10.6M Hold
97,216
– – 2.1% 5
2021
Q2 		$10.9M Buy
97,216
+72
+0.1% +$8.03K 2.17% 5
2021
Q1 		$10.5M Sell
97,144
-2,107
-2% -$221K 3.16% 3
2020
Q4 		$9.12M Sell
99,251
-579
-0.6% -$47.6K 2.9% 4
2020
Q3 		$7.01M Sell
99,830
-10
-0% -$717 2.7% 4
2020
Q2 		$6.82M Sell
99,840
-988
-1% -$62.4K 2.69% 5
2020
Q1 		$5.66M Sell
100,828
-307
-0.3% -$22.9K 2.43% 5
2019
Q4 		$8.48M Buy
+101,135
New +$8.14M 7.8% 3

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

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

TFO Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.16% in Q1 2026, selling an estimated $18.9K and leaving 92,387 shares worth $11.5M. The position accounts for 1.56% of the portfolio, ranked #9.

TFO Wealth Partners first reported a position in IJR in Q4 2019 and has held it in 25 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • TFO Wealth Partners held 92,387 shares of iShares Core S&P Small-Cap ETF worth $11.5M as of Q1 2026.
  • TFO Wealth Partners sold 149 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Core S&P Small-Cap ETF made up 1.56% of TFO Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • TFO Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.