WealthShield Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
16,037
-236
| -1% | -$30K | 0.22% | 127 |
|
|
2025
Q4 | $1.96M | Buy |
16,273
+562
| +4% | +$67.2K | 0.22% | 119 |
|
|
2025
Q3 | $1.87M | Sell |
15,711
-54
| -0.3% | -$6.21K | 0.21% | 124 |
|
|
2025
Q2 | $1.72M | Sell |
15,765
-8,052
| -34% | -$832K | 0.21% | 123 |
|
|
2025
Q1 | $2.49M | Buy |
23,817
+3,833
| +19% | +$433K | 0.32% | 94 |
|
|
2024
Q4 | $2.3M | Sell |
19,984
-3,913
| -16% | -$467K | 0.33% | 87 |
|
|
2024
Q3 | $2.8M | Buy |
23,897
+2,690
| +13% | +$304K | 0.38% | 76 |
|
|
2024
Q2 | $2.26M | Sell |
21,207
-3,194
| -13% | -$342K | 0.34% | 82 |
|
|
2024
Q1 | $2.7M | Sell |
24,401
-2,693
| -10% | -$286K | 0.44% | 67 |
|
|
2023
Q4 | $2.93M | Buy |
27,094
+3,832
| +16% | +$369K | 0.48% | 54 |
|
|
2023
Q3 | $2.21M | Sell |
23,262
-270
| -1% | -$27K | 0.33% | 81 |
|
|
2023
Q2 | $2.35M | Sell |
23,532
-4,774
| -17% | -$455K | 0.35% | 70 |
|
|
2023
Q1 | $2.74M | Sell |
28,306
-8,697
| -24% | -$869K | 0.44% | 59 |
|
|
2022
Q4 | $3.5M | Sell |
37,003
-4,812
| -12% | -$462K | 0.67% | 32 |
|
|
2022
Q3 | $3.65M | Buy |
41,815
+16,386
| +64% | +$1.59M | 0.72% | 31 |
|
|
2022
Q2 | $2.35M | Sell |
25,429
-21,178
| -45% | -$2.11M | 0.47% | 55 |
|
|
2022
Q1 | $5.03M | Sell |
46,607
-13,282
| -22% | -$1.43M | 0.81% | 28 |
|
|
2021
Q4 | $6.86M | Buy |
59,889
+18,560
| +45% | +$2.12M | 1.14% | 21 |
|
|
2021
Q3 | $4.51M | Sell |
41,329
-46,348
| -53% | -$5.1M | 1.21% | 23 |
|
|
2021
Q2 | $9.91M | Buy |
87,677
+7,799
| +10% | +$870K | 1.55% | 17 |
|
|
2021
Q1 | $8.67M | Buy |
79,878
+30,159
| +61% | +$3.16M | 1.56% | 15 |
|
|
2020
Q4 | $4.57M | Buy |
49,719
+6,799
| +16% | +$559K | 0.84% | 39 |
|
|
2020
Q3 | $3.01M | Buy |
42,920
+5,618
| +15% | +$403K | 1.06% | 22 |
|
|
2020
Q2 | $2.55M | Buy |
37,302
+26,546
| +247% | +$1.68M | 1.17% | 22 |
|
|
2020
Q1 | $604K | Sell |
10,756
-4,679
| -30% | -$348K | 0.37% | 65 |
|
|
2019
Q4 | $1.29M | Sell |
15,435
-6,212
| -29% | -$500K | 0.63% | 34 |
|
|
2019
Q3 | $1.69M | Sell |
21,647
-1,538
| -7% | -$119K | 0.89% | 23 |
|
|
2019
Q2 | $1.81M | Sell |
23,185
-4,429
| -16% | -$344K | 1.05% | 23 |
|
|
2019
Q1 | $2.13M | Buy |
27,614
+3,420
| +14% | +$263K | 1.19% | 18 |
|
|
2018
Q4 | $1.68M | Buy |
24,194
+347
| +1% | +$26.8K | 1.14% | 22 |
|
|
2018
Q3 | $2.09M | Buy |
23,847
+2,083
| +10% | +$182K | 1.19% | 21 |
|
|
2018
Q2 | $1.82M | Sell |
21,764
-1,274
| -6% | -$104K | 1.11% | 22 |
|
|
2018
Q1 | $1.77M | Buy |
23,038
+674
| +3% | +$52.5K | 1.12% | 21 |
|
|
2017
Q4 | $1.73M | Buy |
+22,364
| New | +$1.69M | 1.05% | 23 |
|
Other funds holding IJR
WealthShield Partners's IJR Position: Q1 2026 in Review
WealthShield Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q1 2026, selling an estimated $30K and leaving 16,037 shares worth $1.99M. The position accounts for 0.22% of the portfolio, ranked #127.
WealthShield Partners first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.91M in Q2 2021. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- WealthShield Partners held 16,037 shares of iShares Core S&P Small-Cap ETF worth $1.99M as of Q1 2026.
- WealthShield Partners sold 236 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $30K.
- iShares Core S&P Small-Cap ETF made up 0.22% of WealthShield Partners's portfolio in Q1 2026, its #127 holding.
- WealthShield Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's iShares Core S&P Small-Cap ETF position peaked at $9.91M in Q2 2021.
- 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.