Question 1

How many shares of IJR does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 813,855 shares of IJR (ISHARES TR).

Question 2

What is &PARTNERS's IJR position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's IJR position is worth $101.3M.

Question 3

Is &PARTNERS buying or selling IJR?

Accepted Answer

In 2026-Q1, &PARTNERS increased their IJR position (+0.8% change in shares).

Question 4

When did &PARTNERS first buy IJR?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in IJR in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	813,855	+0.8%	$101.3M	0.5%	$129.20	42
2025-Q4	Increased	807,702	+6.6%	$97.1M	0.5%	$121.69	45
2025-Q3	Increased	757,836	+20.6%	$90.1M	0.6%	$118.03	50
2025-Q2	Increased	628,393	+27.4%	$68.6M	0.5%	$108.58	52
2025-Q1	Increased	493,366	+9.0%	$51.2M	0.5%	$102.76	45
2024-Q4	Increased	452,782	+37.6%	$52.4M	0.6%	$113.25	54
2024-Q3	Increased	328,977	+46.3%	$38.5M	0.7%	$113.75	56
2024-Q2	Increased	224,826	+14.1%	$24M	1.0%	$103.63	51

IJRShowing 8 of 29 quarters

IJR
Showing 8 of 29 quarters