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

Triad 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	$982K	Buy	6,640 +673	+11%	+$92.4K	0.06%	206
2026 Q1	$742K	Buy	5,967 +743	+14%	+$94.4K	0.06%	211
2025 Q4	$628K	Buy	5,224 +792	+18%	+$94.7K	0.06%	221
2025 Q3	$527K	Buy	4,432 +477	+12%	+$54.9K	0.07%	198
2025 Q2	$432K	Sell	3,955 -447	-10%	-$46.2K	0.09%	172
2025 Q1	$460K	Sell	4,402 -4,084	-48%	-$461K	0.14%	111
2024 Q4	$978K	Sell	8,486 -13,240	-61%	-$1.58M	0.35%	52
2024 Q3	$2.54M	Sell	21,726 -8,735	-29%	-$987K	1.35%	25
2024 Q2	$3.25M	Buy	30,461 +5,366	+21%	+$574K	1.7%	16
2024 Q1	$2.77M	Buy	+25,095	New	+$2.66M	2.13%	16

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

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

Triad Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q2 2026, buying an estimated $92.4K and bringing the position to 6,640 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #206.

Triad Wealth Partners first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.25M in Q2 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Triad Wealth Partners held 6,640 shares of iShares Core S&P Small-Cap ETF worth $982K as of Q2 2026.
Triad Wealth Partners bought 673 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $92.4K.
iShares Core S&P Small-Cap ETF made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #206 holding.
Triad Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $3.25M in Q2 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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