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

Tilia Fiduciary 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 		$1.34M Buy
10,741
+13
+0.1% +$1.65K 0.73% 49
2025
Q4 		$1.29M Sell
10,728
-481
-4% -$57.5K 0.71% 50
2025
Q3 		$1.33M Sell
11,209
-506
-4% -$58.2K 0.77% 49
2025
Q2 		$1.28M Sell
11,715
-522
-4% -$54K 0.78% 47
2025
Q1 		$1.28M Sell
12,237
-98
-0.8% -$11.1K 0.85% 46
2024
Q4 		$1.42M Sell
12,335
-305
-2% -$36.4K 0.97% 41
2024
Q3 		$1.48M Sell
12,640
-42
-0.3% -$4.75K 1.02% 41
2024
Q2 		$1.35M Buy
12,682
+171
+1% +$18.3K 1.06% 39
2024
Q1 		$1.38M Buy
12,511
+1,497
+14% +$159K 1.12% 39
2023
Q4 		$1.19M Buy
11,014
+1,135
+11% +$109K 1.11% 40
2023
Q3 		$932K Buy
9,879
+119
+1% +$11.9K 0.97% 45
2023
Q2 		$973K Sell
9,760
-412
-4% -$39.2K 0.87% 44
2023
Q1 		$984K Buy
10,172
+151
+2% +$15.1K 0.94% 37
2022
Q4 		$948K Buy
10,021
+237
+2% +$22.7K 0.91% 36
2022
Q3 		$877K Buy
9,784
+1,289
+15% +$125K 0.89% 36
2022
Q2 		$784K Buy
8,495
+389
+5% +$38.7K 0.75% 45
2022
Q1 		$874K Sell
8,106
-217
-3% -$23.4K 0.74% 46
2021
Q4 		$953K Buy
+8,323
New +$949K 0.77% 43

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 $424B AUM 22.96% 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

Tilia Fiduciary Partners's IJR Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.12% in Q1 2026, buying an estimated $1.65K and bringing the position to 10,741 shares worth $1.34M. The position accounts for 0.73% of the portfolio, ranked #49.

Tilia Fiduciary Partners first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q3 2024. 2,740 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Tilia Fiduciary Partners held 10,741 shares of iShares Core S&P Small-Cap ETF worth $1.34M as of Q1 2026.
  • Tilia Fiduciary Partners bought 13 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.65K.
  • iShares Core S&P Small-Cap ETF made up 0.73% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #49 holding.
  • Tilia Fiduciary Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's iShares Core S&P Small-Cap ETF position peaked at $1.48M in Q3 2024.
  • 2,740 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.