PW
IJR icon

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

Pandora 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
2025
Q4 		$272K Sell
2,266
-20
-0.9% -$2.39K 0.17% 68
2025
Q3 		$272K Sell
2,286
-259
-10% -$29.8K 0.16% 65
2025
Q2 		$278K Buy
2,545
+245
+11% +$25.3K 0.17% 63
2025
Q1 		$241K Buy
+2,300
New +$260K 0.16% 67

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pandora Wealth's IJR Position: Q4 2025 in Review

Pandora Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.87% in Q4 2025, selling an estimated $2.39K and leaving 2,266 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #68.

Pandora Wealth first reported a position in IJR in Q1 2025 and has held it in 4 quarters since. The position peaked at $278K in Q2 2025. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Pandora Wealth held 2,266 shares of iShares Core S&P Small-Cap ETF worth $272K as of Q4 2025.
  • Pandora Wealth sold 20 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $2.39K.
  • iShares Core S&P Small-Cap ETF made up 0.17% of Pandora Wealth's portfolio in Q4 2025, its #68 holding.
  • Pandora Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's iShares Core S&P Small-Cap ETF position peaked at $278K in Q2 2025.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.