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

Tyche 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 Q3	$1.05M	Buy	7,720 +1,169	+18%	+$169K	0.14%	113
2026 Q2	$972K	Buy	6,551 +1,423	+28%	+$195K	0.14%	114
2026 Q1	$637K	Sell	5,128 -139	-3%	-$17.7K	0.1%	157
2025 Q4	$633K	Sell	5,267 -209	-4%	-$25K	0.1%	154
2025 Q3	$651K	Sell	5,476 -4,159	-43%	-$478K	0.11%	142
2025 Q2	$1.05M	Sell	9,635 -1,333	-12%	-$138K	0.21%	84
2025 Q1	$1.15M	Sell	10,968 -3,655	-25%	-$412K	0.25%	68
2024 Q4	$1.68M	Sell	14,623 -406	-3%	-$48.5K	0.36%	57
2024 Q3	$1.76M	Sell	15,029 -345	-2%	-$39K	0.4%	52
2024 Q2	$1.64M	Sell	15,374 -6,174	-29%	-$661K	0.4%	52
2024 Q1	$2.38M	Sell	21,548 -40,694	-65%	-$4.32M	0.58%	38
2023 Q4	$6.74M	Buy	+62,242	New	+$6M	1.62%	12

Other funds holding IJR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Tyche Wealth Partners's IJR Position: Q3 2026 in Review

Tyche Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 18% in Q3 2026, buying an estimated $169K and bringing the position to 7,720 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #113.

Tyche Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.74M in Q4 2023. 2,101 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Tyche Wealth Partners held 7,720 shares of iShares Core S&P Small-Cap ETF worth $1.05M as of Q3 2026.
Tyche Wealth Partners bought 1,169 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $169K.
iShares Core S&P Small-Cap ETF made up 0.14% of Tyche Wealth Partners's portfolio in Q3 2026, its #113 holding.
Tyche Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Tyche Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $6.74M in Q4 2023.
2,101 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Tyche Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.