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 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

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

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

Tyche Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 28% in Q2 2026, buying an estimated $195K and bringing the position to 6,551 shares worth $972K. The position accounts for 0.14% of the portfolio, ranked #114.

Tyche Wealth Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.74M in Q4 2023. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Tyche Wealth Partners held 6,551 shares of iShares Core S&P Small-Cap ETF worth $972K as of Q2 2026.
Tyche Wealth Partners bought 1,423 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $195K.
iShares Core S&P Small-Cap ETF made up 0.14% of Tyche Wealth Partners's portfolio in Q2 2026, its #114 holding.
Tyche Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $6.74M in Q4 2023.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.