Nichols & Pratt Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nichols & Pratt Advisers’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	$1.43M	Buy	9,630 +400	+4%	+$54.9K	0.09%	64
2026 Q1	$465K	Sell	9,230 -2,000	-18%	-$254K	0.03%	79
2025 Q4	$1.35M	Buy	11,230 +1,950	+21%	+$233K	0.08%	65
2025 Q3	$1.1M	Hold	9,280	–	–	0.07%	66
2025 Q2	$1.01M	Buy	+9,280	New	+$959K	0.07%	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

Nichols & Pratt Advisers's IJR Position: Q2 2026 in Review

Nichols & Pratt Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, buying an estimated $54.9K and bringing the position to 9,630 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #64.

Nichols & Pratt Advisers first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nichols & Pratt Advisers held 9,630 shares of iShares Core S&P Small-Cap ETF worth $1.43M as of Q2 2026.
Nichols & Pratt Advisers bought 400 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $54.9K.
iShares Core S&P Small-Cap ETF made up 0.09% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #64 holding.
Nichols & Pratt Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.