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

Westmount 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	$4.03M	Buy	27,146 +844	+3%	+$116K	0.88%	19
2026 Q1	$3.27M	Buy	26,302 +250	+1%	+$31.8K	0.8%	23
2025 Q4	$3.13M	Buy	26,052 +79	+0.3%	+$9.45K	0.78%	24
2025 Q3	$3.1M	Buy	25,973 +12	+0%	+$1.38K	0.8%	27
2025 Q2	$2.84M	Buy	25,961 +16,950	+188%	+$1.75M	0.78%	25
2025 Q1	$942K	Sell	9,011 -459	-5%	-$51.8K	0.29%	75
2024 Q4	$1.09M	Buy	9,470 +41	+0.4%	+$4.9K	0.33%	60
2024 Q3	$1.1M	Sell	9,429 -205	-2%	-$23.2K	0.33%	61
2024 Q2	$1.02M	Sell	9,634 -4	-0%	-$428	0.34%	62
2024 Q1	$1.07M	Buy	9,638 +804	+9%	+$85.4K	0.38%	57
2023 Q4	$956K	Sell	8,834 -92	-1%	-$8.87K	0.39%	59
2023 Q3	$842K	Buy	8,926 +1,336	+18%	+$133K	0.37%	65
2023 Q2	$756K	Buy	7,590 +358	+5%	+$34.1K	0.33%	63
2023 Q1	$699K	Sell	7,232 -1	-0%	-$100	0.32%	71
2022 Q4	$685K	Buy	+7,233	New	+$694K	0.36%	67

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

Westmount Partners's IJR Position: Q2 2026 in Review

Westmount Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, buying an estimated $116K and bringing the position to 27,146 shares worth $4.03M. The position accounts for 0.88% of the portfolio, ranked #19.

Westmount Partners first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Westmount Partners held 27,146 shares of iShares Core S&P Small-Cap ETF worth $4.03M as of Q2 2026.
Westmount Partners bought 844 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $116K.
iShares Core S&P Small-Cap ETF made up 0.88% of Westmount Partners's portfolio in Q2 2026, its #19 holding.
Westmount Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.