Parkside Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Parkside Advisors’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 Q2	$317K	Buy	2,905 +241	+9%	+$24.9K	0.07%	69
2025 Q1	$279K	Hold	2,664	–	–	0.07%	71
2024 Q4	$307K	Hold	2,664	–	–	0.07%	70
2024 Q3	$312K	Hold	2,664	–	–	0.07%	69
2024 Q2	$284K	Hold	2,664	–	–	0.07%	70
2024 Q1	$294K	Hold	2,664	–	–	0.08%	71
2023 Q4	$288K	Hold	2,664	–	–	0.08%	66
2023 Q3	$253K	Hold	2,664	–	–	0.08%	68
2023 Q2	$265K	Sell	2,664 -4	-0.1%	-$381	0.08%	64
2023 Q1	$258K	Buy	2,668 +4	+0.2%	+$400	0.09%	66
2022 Q4	$252K	Hold	2,664	–	–	0.09%	71
2022 Q3	$232K	Hold	2,664	–	–	0.09%	54
2022 Q2	$246K	Hold	2,664	–	–	0.09%	56
2022 Q1	$287K	Hold	2,664	–	–	0.09%	52
2021 Q4	$305K	Hold	2,664	–	–	0.09%	56
2021 Q3	$291K	Hold	2,664	–	–	0.09%	55
2021 Q2	$301K	Hold	2,664	–	–	0.1%	55
2021 Q1	$289K	Hold	2,664	–	–	0.1%	57
2020 Q4	$245K	Buy	+2,664	New	+$219K	0.09%	61
2020 Q1	–	Sell	-2,664	Closed	-$223K	–	66
2019 Q4	$223K	Hold	2,664	–	–	0.1%	63
2019 Q3	$207K	Hold	2,664	–	–	0.11%	60
2019 Q2	$209K	Sell	2,664 -238	-8%	-$18.5K	0.12%	60
2019 Q1	$224K	Hold	2,902	–	–	0.13%	53
2018 Q4	$201K	Buy	+2,902	New	+$224K	0.12%	59

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parkside Advisors's IJR Position: Q2 2025 in Review

Parkside Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 9% in Q2 2025, buying an estimated $24.9K and bringing the position to 2,905 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #69.

Parkside Advisors first reported a position in IJR in Q4 2018 and has held it in 24 quarters since. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Parkside Advisors held 2,905 shares of iShares Core S&P Small-Cap ETF worth $317K as of Q2 2025.
Parkside Advisors bought 241 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $24.9K.
iShares Core S&P Small-Cap ETF made up 0.07% of Parkside Advisors's portfolio in Q2 2025, its #69 holding.
Parkside Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.