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

Wealth Management 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	$3.25M	Buy	21,934 +106	+0.5%	+$14.5K	0.77%	36
2026 Q1	$2.71M	Sell	21,828 -157	-0.7%	-$19.9K	0.78%	33
2025 Q4	$2.64M	Sell	21,985 -2,204	-9%	-$264K	0.75%	31
2025 Q3	$2.87M	Sell	24,189 -502	-2%	-$57.7K	0.91%	24
2025 Q2	$2.74M	Sell	24,691 -2,203	-8%	-$228K	0.97%	24
2025 Q1	$2.81M	Sell	26,894 -797	-3%	-$89.9K	1.3%	20
2024 Q4	$3.19M	Buy	27,691 +739	+3%	+$88.3K	1.38%	16
2024 Q3	$3.15M	Sell	26,952 -218	-0.8%	-$24.6K	1.46%	16
2024 Q2	$2.9M	Sell	27,170 -125	-0.5%	-$13.4K	1.41%	17
2024 Q1	$3.02M	Sell	27,295 -1,826	-6%	-$194K	1.53%	15
2023 Q4	$3.15M	Sell	29,121 -187	-0.6%	-$18K	1.76%	14
2023 Q3	$2.76M	Sell	29,308 -580	-2%	-$57.9K	1.72%	15
2023 Q2	$2.98M	Buy	29,888 +329	+1%	+$31.3K	1.87%	14
2023 Q1	$2.86M	Buy	29,559 +559	+2%	+$55.9K	2%	13
2022 Q4	$2.76M	Hold	29,000	–	–	2.3%	12
2022 Q3	$2.6M	Sell	29,000 -1,000	-3%	-$97.1K	2.29%	13
2022 Q2	$2.78M	Sell	30,000 -3,000	-9%	-$298K	2.43%	12
2022 Q1	$3.52M	Buy	33,000 +2,000	+6%	+$216K	2.51%	12
2021 Q4	$3.51M	Buy	31,000 +1,053	+4%	+$120K	2.41%	11
2021 Q3	$3.27M	Sell	29,947 -123	-0.4%	-$13.5K	2.42%	11
2021 Q2	$3.4M	Buy	30,070 +3,794	+14%	+$423K	2.37%	11
2021 Q1	$2.86M	Buy	26,276 +10,656	+68%	+$1.12M	2.13%	11
2020 Q4	$1.58M	Buy	+15,620	New	+$1.28M	1.24%	18

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

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

Wealth Management Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.49% in Q2 2026, buying an estimated $14.5K and bringing the position to 21,934 shares worth $3.25M. The position accounts for 0.77% of the portfolio, ranked #36.

Wealth Management Partners first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.52M in Q1 2022. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Wealth Management Partners held 21,934 shares of iShares Core S&P Small-Cap ETF worth $3.25M as of Q2 2026.
Wealth Management Partners bought 106 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $14.5K.
iShares Core S&P Small-Cap ETF made up 0.77% of Wealth Management Partners's portfolio in Q2 2026, its #36 holding.
Wealth Management Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's iShares Core S&P Small-Cap ETF position peaked at $3.52M in Q1 2022.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.