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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
Q2 		$13.7M Buy
92,452
+65
+0.1% +$8.92K 1.49% 11
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TFO Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $8.92K and bringing the position to 92,452 shares worth $13.7M. The position accounts for 1.49% of the portfolio, ranked #11.

TFO Wealth Partners first reported a position in IJR in Q4 2019 and has held it in 26 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • TFO Wealth Partners held 92,452 shares of iShares Core S&P Small-Cap ETF worth $13.7M as of Q2 2026.
  • TFO Wealth Partners bought 65 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.92K.
  • iShares Core S&P Small-Cap ETF made up 1.49% of TFO Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • TFO Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.