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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$875K Buy
+7,280
New +$871K 0.11% 85

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IJR Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q4 2025: 7,280 shares worth $875K. The stake represents 0.11% of the portfolio and ranks #85 among its holdings.

2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,280 shares of iShares Core S&P Small-Cap ETF worth $875K as of Q4 2025.
  • iShares Core S&P Small-Cap ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core S&P Small-Cap ETF made up 0.11% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #85 holding.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.