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

Verus Capital 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
Q1 		$4.84M Sell
38,936
-2,742
-7% -$348K 0.33% 61
2025
Q4 		$5.01M Sell
41,678
-7,758
-16% -$928K 0.33% 54
2025
Q3 		$5.87M Sell
49,436
-110,637
-69% -$12.7M 0.46% 41
2025
Q2 		$17.5M Buy
160,073
+11,714
+8% +$1.21M 1.56% 11
2025
Q1 		$15.5M Buy
148,359
+544
+0.4% +$61.4K 1.55% 11
2024
Q4 		$17M Sell
147,815
-11,838
-7% -$1.41M 1.62% 10
2024
Q3 		$18.7M Buy
159,653
+3,783
+2% +$427K 1.82% 9
2024
Q2 		$16.7M Buy
155,870
+3,489
+2% +$373K 1.73% 11
2024
Q1 		$16.8M Buy
152,381
+12,523
+9% +$1.33M 1.86% 11
2023
Q4 		$15.1M Sell
139,858
-828
-0.6% -$79.8K 1.85% 9
2023
Q3 		$13.3M Buy
140,686
+26,265
+23% +$2.62M 1.85% 9
2023
Q2 		$11.4M Buy
114,421
+2,163
+2% +$206K 1.62% 10
2023
Q1 		$10.9M Sell
112,258
-1,670
-1% -$167K 1.7% 10
2022
Q4 		$10.8M Sell
113,928
-870
-0.8% -$83.4K 2.02% 10
2022
Q3 		$10M Buy
114,798
+32,659
+40% +$3.17M 1.88% 10
2022
Q2 		$9.33M Sell
82,139
-37,150
-31% -$3.69M 1.83% 11
2022
Q1 		$11.9M Buy
+119,289
New +$12.9M 1.84% 9
2020
Q1 		$4.39M Buy
78,277
+24,124
+45% +$1.8M 1.38% 15
2019
Q4 		$4.54M Buy
+54,153
New +$4.36M 1.49% 10

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Verus Capital Partners's IJR Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.6% in Q1 2026, selling an estimated $348K and leaving 38,936 shares worth $4.84M. The position accounts for 0.33% of the portfolio, ranked #61.

Verus Capital Partners first reported a position in IJR in Q4 2019 and has held it in 19 quarters since. The position peaked at $18.7M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Verus Capital Partners held 38,936 shares of iShares Core S&P Small-Cap ETF worth $4.84M as of Q1 2026.
  • Verus Capital Partners sold 2,742 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $348K.
  • iShares Core S&P Small-Cap ETF made up 0.33% of Verus Capital Partners's portfolio in Q1 2026, its #61 holding.
  • Verus Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $18.7M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.