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

Tranquility 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	$2.86M	Buy	19,280 +100	+0.5%	+$13.7K	0.98%	23
2026 Q1	$2.38M	Buy	19,180 +760	+4%	+$96.5K	0.9%	26
2025 Q4	$2.21M	Sell	18,420 -75	-0.4%	-$8.97K	0.8%	29
2025 Q3	$2.2M	Sell	18,495 -2,308	-11%	-$265K	0.74%	32
2025 Q2	$2.27M	Sell	20,803 -283	-1%	-$29.3K	0.81%	28
2025 Q1	$2.2M	Buy	21,086 +412	+2%	+$46.5K	0.85%	28
2024 Q4	$2.4M	Sell	20,674 -1,507	-7%	-$180K	0.9%	26
2024 Q3	$2.59M	Buy	22,181 +183	+0.8%	+$20.7K	0.94%	24
2024 Q2	$2.35M	Sell	21,998 -201	-0.9%	-$21.5K	0.9%	25
2024 Q1	$2.45M	Buy	22,199 +36	+0.2%	+$3.82K	0.95%	26
2023 Q4	$2.4M	Sell	22,163 -2,039	-8%	-$197K	1.01%	25
2023 Q3	$2.28M	Buy	24,202 +1,494	+7%	+$149K	0.98%	25
2023 Q2	$2.26M	Buy	22,708 +401	+2%	+$38.2K	0.97%	25
2023 Q1	$2.16M	Buy	22,307 +436	+2%	+$43.6K	1.03%	24
2022 Q4	$2.07M	Buy	21,871 +513	+2%	+$49.2K	1.05%	24
2022 Q3	$1.86M	Sell	21,358 -463	-2%	-$45K	1.04%	24
2022 Q2	$2.02M	Buy	21,821 +1,354	+7%	+$135K	1.04%	25
2022 Q1	$2.21M	Sell	20,467 -5,705	-22%	-$616K	1.03%	24
2021 Q4	$3M	Buy	26,172 +921	+4%	+$105K	1.39%	17
2021 Q3	$2.76M	Buy	25,251 +10,312	+69%	+$1.14M	1.4%	15
2021 Q2	$1.69M	Buy	14,939 +881	+6%	+$98.3K	0.95%	25
2021 Q1	$1.53M	Buy	14,058 +646	+5%	+$67.6K	0.95%	27
2020 Q4	$1.23M	Buy	13,412 +4,013	+43%	+$330K	0.87%	29
2020 Q3	$660K	Buy	9,399 +671	+8%	+$48.1K	0.56%	61
2020 Q2	$596K	Sell	8,728 -5,378	-38%	-$340K	0.56%	56
2020 Q1	$791K	Buy	14,106 +3,743	+36%	+$279K	0.91%	28
2019 Q4	$869K	Buy	10,363 +151	+1%	+$12.1K	0.78%	37
2019 Q3	$795K	Buy	10,212 +2,395	+31%	+$185K	0.84%	31
2019 Q2	$612K	Buy	+7,817	New	+$607K	0.66%	43

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tranquility Partners's IJR Position: Q2 2026 in Review

Tranquility Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.52% in Q2 2026, buying an estimated $13.7K and bringing the position to 19,280 shares worth $2.86M. The position accounts for 0.98% of the portfolio, ranked #23.

Tranquility Partners first reported a position in IJR in Q2 2019 and has held it in 29 quarters since. The position peaked at $3M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tranquility Partners held 19,280 shares of iShares Core S&P Small-Cap ETF worth $2.86M as of Q2 2026.
Tranquility Partners bought 100 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.7K.
iShares Core S&P Small-Cap ETF made up 0.98% of Tranquility Partners's portfolio in Q2 2026, its #23 holding.
Tranquility Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Tranquility Partners's iShares Core S&P Small-Cap ETF position peaked at $3M in Q4 2021.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.