PACK Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PACK Private Wealth’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 Q1	$13.8M	Buy	111,018 +1,098	+1%	+$139K	6.34%	5
2025 Q4	$13.2M	Buy	109,920 +1,767	+2%	+$211K	6.02%	5
2025 Q3	$12.9M	Buy	108,153 +2,382	+2%	+$274K	6.05%	6
2025 Q2	$11.6M	Buy	105,771 +10,108	+11%	+$1.04M	6.13%	6
2025 Q1	$10M	Buy	95,663 +527	+0.6%	+$59.5K	5.95%	6
2024 Q4	$11M	Buy	95,136 +403	+0.4%	+$48.1K	6.44%	6
2024 Q3	$11.1M	Buy	94,733 +1,580	+2%	+$179K	6.28%	6
2024 Q2	$9.94M	Buy	93,153 +1,752	+2%	+$187K	6.17%	6
2024 Q1	$10.1M	Buy	91,401 +3,088	+3%	+$328K	6.35%	6
2023 Q4	$9.56M	Buy	88,313 +79	+0.1%	+$7.61K	6.44%	6
2023 Q3	$8.2M	Buy	88,234 +5,847	+7%	+$584K	6.12%	6
2023 Q2	$8.21M	Buy	82,387 +3,157	+4%	+$301K	6.13%	6
2023 Q1	$7.66M	Buy	79,230 +2,088	+3%	+$209K	6.09%	6
2022 Q4	$7.3M	Buy	77,142 +1,377	+2%	+$132K	6.26%	6
2022 Q3	$6.61M	Buy	75,765 +1,614	+2%	+$157K	6.21%	6
2022 Q2	$6.85M	Buy	74,151 +4,027	+6%	+$400K	6.25%	6
2022 Q1	$7.57M	Buy	70,124 +2,977	+4%	+$321K	6.24%	6
2021 Q4	$7.69M	Buy	+67,147	New	+$7.65M	6.11%	6

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PACK Private Wealth's IJR Position: Q1 2026 in Review

PACK Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q1 2026, buying an estimated $139K and bringing the position to 111,018 shares worth $13.8M. The position accounts for 6.34% of the portfolio, ranked #5.

PACK Private Wealth first reported a position in IJR in Q4 2021 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

PACK Private Wealth held 111,018 shares of iShares Core S&P Small-Cap ETF worth $13.8M as of Q1 2026.
PACK Private Wealth bought 1,098 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $139K.
iShares Core S&P Small-Cap ETF made up 6.34% of PACK Private Wealth's portfolio in Q1 2026, its #5 holding.
PACK Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.