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

Parcion 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	$232K	Sell	1,870 -102	-5%	-$13K	0.01%	392
2025 Q4	$237K	Hold	1,972	–	–	0.01%	378
2025 Q3	$234K	Buy	+1,972	New	+$227K	0.01%	315
2022 Q3	–	Sell	-2,154	Closed	-$209K	–	201
2022 Q2	$209K	Buy	+2,154	New	+$214K	0.02%	203

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

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

Parcion Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.2% in Q1 2026, selling an estimated $13K and leaving 1,870 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #392.

Parcion Private Wealth first reported a position in IJR in Q2 2022 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Parcion Private Wealth held 1,870 shares of iShares Core S&P Small-Cap ETF worth $232K as of Q1 2026.
Parcion Private Wealth sold 102 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $13K.
iShares Core S&P Small-Cap ETF made up 0.01% of Parcion Private Wealth's portfolio in Q1 2026, its #392 holding.
Parcion Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 4 quarters since.
Parcion Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $237K in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.