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

Venture Visionary 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	$19.6M	Buy	132,480 +7,390	+6%	+$1.01M	0.55%	45
2026 Q1	$15.6M	Buy	125,090 +1,587	+1%	+$202K	0.52%	45
2025 Q4	$14.9M	Sell	123,503 -3,782	-3%	-$452K	0.49%	44
2025 Q3	$15.1M	Buy	127,285 +524	+0.4%	+$60.3K	0.52%	44
2025 Q2	$13.9M	Sell	126,761 -25	-0%	-$2.58K	0.52%	44
2025 Q1	$13.3M	Sell	126,786 -1,512	-1%	-$171K	0.56%	42
2024 Q4	$14.8M	Sell	128,298 -1,335	-1%	-$159K	0.63%	38
2024 Q3	$15.2M	Sell	129,633 -4,865	-4%	-$550K	0.66%	37
2024 Q2	$14.3M	Sell	134,498 -93,317	-41%	-$9.98M	0.66%	34
2024 Q1	$25.2M	Buy	227,815 +802	+0.4%	+$85.2K	1.19%	15
2023 Q4	$24.6M	Buy	227,013 +48,151	+27%	+$4.64M	1.3%	13
2023 Q3	$16.9M	Buy	178,862 +1,674	+0.9%	+$167K	1.01%	19
2023 Q2	$17.7M	Buy	177,188 +2,280	+1%	+$217K	1.04%	19
2023 Q1	$16.9M	Sell	174,908 -21,938	-11%	-$2.19M	1.07%	18
2022 Q4	$18.6M	Buy	196,846 +14,900	+8%	+$1.43M	1.35%	13
2022 Q3	$15.9M	Buy	181,946 +31,748	+21%	+$3.08M	1.29%	14
2022 Q2	$13.9M	Buy	150,198 +447	+0.3%	+$44.5K	1.06%	20
2022 Q1	$16.2M	Sell	149,751 -28,445	-16%	-$3.07M	1.08%	19
2021 Q4	$20.4M	Sell	178,196 -1,024	-0.6%	-$117K	1.33%	14
2021 Q3	$19.6M	Buy	179,220 +6,454	+4%	+$711K	1.39%	13
2021 Q2	$19.6M	Sell	172,766 -39,443	-19%	-$4.4M	1.57%	12
2021 Q1	$23M	Buy	212,209 +20,094	+10%	+$2.1M	1.92%	9
2020 Q4	$17.7M	Buy	192,115 +58,661	+44%	+$4.82M	1.94%	11
2020 Q3	$9.52M	Buy	133,454 +7,851	+6%	+$563K	2.32%	13
2020 Q2	$8.58M	Buy	125,603 +26,894	+27%	+$1.7M	2.5%	10
2020 Q1	$5.54M	Buy	98,709 +12,895	+15%	+$960K	2.09%	13
2019 Q4	$7.2M	Buy	+85,814	New	+$6.9M	2.18%	11

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

Venture Visionary Partners's IJR Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.9% in Q2 2026, buying an estimated $1.01M and bringing the position to 132,480 shares worth $19.6M. The position accounts for 0.55% of the portfolio, ranked #45.

Venture Visionary Partners first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.2M in Q1 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Venture Visionary Partners held 132,480 shares of iShares Core S&P Small-Cap ETF worth $19.6M as of Q2 2026.
Venture Visionary Partners bought 7,390 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
iShares Core S&P Small-Cap ETF made up 0.55% of Venture Visionary Partners's portfolio in Q2 2026, its #45 holding.
Venture Visionary Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Venture Visionary Partners's iShares Core S&P Small-Cap ETF position peaked at $25.2M in Q1 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.