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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
Q3 		$2.61M Sell
19,199
-81
-0.4% -$11.7K 0.91% 25
2026
Q2 		$2.86M Buy
19,280
+100
+0.5% +$13.7K 0.98% 23
2026
Q1 		$2.38M Buy
19,180
+760
+4% +$96.6K 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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tranquility Partners's IJR Position: Q3 2026 in Review

Tranquility Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.42% in Q3 2026, selling an estimated $11.7K and leaving 19,199 shares worth $2.61M. The position accounts for 0.91% of the portfolio, ranked #25.

Tranquility Partners first reported a position in IJR in Q2 2019 and has held it in 30 quarters since. The position peaked at $3M in Q4 2021. 771 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Tranquility Partners held 19,199 shares of iShares Core S&P Small-Cap ETF worth $2.61M as of Q3 2026.
  • Tranquility Partners sold 81 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $11.7K.
  • iShares Core S&P Small-Cap ETF made up 0.91% of Tranquility Partners's portfolio in Q3 2026, its #25 holding.
  • Tranquility Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2019 and has held it in 30 quarters since.
  • Tranquility Partners's iShares Core S&P Small-Cap ETF position peaked at $3M in Q4 2021.
  • 771 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.