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

Uniting 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	$2.15M	Sell	14,517 -1,990	-12%	-$273K	0.44%	47
2026 Q1	$2.05M	Buy	16,507 +23	+0.1%	+$2.92K	0.44%	45
2025 Q4	$1.98M	Sell	16,484 -9	-0.1%	-$1.08K	0.61%	29
2025 Q3	$1.96M	Buy	+16,493	New	+$1.9M	0.46%	44
2025 Q1	–	Sell	-1,746	Closed	-$201K	–	117
2024 Q4	$201K	Buy	+1,746	New	+$209K	0.1%	96

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 22.9% 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

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

Uniting Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, selling an estimated $273K and leaving 14,517 shares worth $2.15M. The position accounts for 0.44% of the portfolio, ranked #47.

Uniting Wealth Partners first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Uniting Wealth Partners held 14,517 shares of iShares Core S&P Small-Cap ETF worth $2.15M as of Q2 2026.
Uniting Wealth Partners sold 1,990 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $273K.
iShares Core S&P Small-Cap ETF made up 0.44% of Uniting Wealth Partners's portfolio in Q2 2026, its #47 holding.
Uniting Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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