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

Alpine Bank Wealth Management’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	$2.28M	Hold	15,385	–	–	0.29%	56
2026 Q1	$1.91M	Sell	15,385 -387	-2%	-$49.2K	0.28%	55
2025 Q4	$1.9M	Hold	15,772	–	–	0.27%	52
2025 Q3	$1.87M	Hold	15,772	–	–	0.26%	50
2025 Q2	$1.72M	Sell	15,772 -1,120	-7%	-$116K	0.26%	51
2025 Q1	$1.77M	Buy	+16,892	New	+$1.91M	0.28%	53
2024 Q3	$2.21M	Buy	+18,873	New	+$2.13M	0.35%	41

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

Alpine Bank Wealth Management's IJR Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 15,385 shares worth $2.28M. The position accounts for 0.29% of the portfolio, ranked #56.

Alpine Bank Wealth Management first reported a position in IJR in Q3 2024 and has held it in 7 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Alpine Bank Wealth Management held 15,385 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q2 2026.
Alpine Bank Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.29% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #56 holding.
Alpine Bank Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.