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 Q2	$285K	Buy	1,925 +55	+3%	+$7.55K	0.02%	399
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 $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

Parcion Private Wealth's IJR Position: Q2 2026 in Review

Parcion Private Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, buying an estimated $7.55K and bringing the position to 1,925 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #399.

Parcion Private Wealth first reported a position in IJR in Q2 2022 and has held it in 5 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Parcion Private Wealth held 1,925 shares of iShares Core S&P Small-Cap ETF worth $285K as of Q2 2026.
Parcion Private Wealth bought 55 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $7.55K.
iShares Core S&P Small-Cap ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #399 holding.
Parcion Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 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 Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.