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

Parkside Investments’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 		$648K Buy
4,370
+76
+2% +$10.4K 0.07% 75
2026
Q1 		$534K Hold
4,294
– – 0.06% 84
2025
Q4 		$516K Sell
4,294
-300
-7% -$35.9K 0.07% 79
2025
Q3 		$546K Hold
4,594
– – 0.07% 78
2025
Q2 		$502K Sell
4,594
-42
-0.9% -$4.34K 0.07% 77
2025
Q1 		$485K Sell
4,636
-417
-8% -$47.1K 0.07% 80
2024
Q4 		$582K Sell
5,053
-1,600
-24% -$191K 0.09% 75
2024
Q3 		$778K Sell
6,653
-1,046
-14% -$118K 0.12% 70
2024
Q2 		$821K Hold
7,699
– – 0.13% 66
2024
Q1 		$851K Sell
7,699
-50
-0.6% -$5.31K 0.13% 67
2023
Q4 		$839K Buy
7,749
+2,225
+40% +$214K 0.14% 69
2023
Q3 		$521K Hold
5,524
– – 0.1% 73
2023
Q2 		$550K Sell
5,524
-1,275
-19% -$121K 0.1% 71
2023
Q1 		$657K Buy
6,799
+650
+11% +$65K 0.12% 71
2022
Q4 		$582K Buy
6,149
+425
+7% +$40.8K 0.12% 77
2022
Q3 		$499K Hold
5,724
– – 0.11% 74
2022
Q2 		$528K Buy
5,724
+476
+9% +$47.3K 0.11% 74
2022
Q1 		$566K Hold
5,248
– – 0.11% 71
2021
Q4 		$600K Hold
5,248
– – 0.12% 71
2021
Q3 		$573K Sell
5,248
-477
-8% -$52.5K 0.12% 72
2021
Q2 		$646K Sell
5,725
-505
-8% -$56.3K 0.12% 74
2021
Q1 		$676K Sell
6,230
-775
-11% -$81.1K 0.14% 73
2020
Q4 		$643K Sell
7,005
-14,745
-68% -$1.21M 0.14% 77
2020
Q3 		$1.53M Sell
21,750
-3,559
-14% -$255K 0.4% 69
2020
Q2 		$1.73M Sell
25,309
-42,062
-62% -$2.66M 0.46% 67
2020
Q1 		$3.78M Sell
67,371
-47,918
-42% -$3.57M 1.25% 33
2019
Q4 		$9.67M Buy
115,289
+92
+0.1% +$7.4K 2.35% 7
2019
Q3 		$8.97M Sell
115,197
-2,015
-2% -$156K 2.4% 8
2019
Q2 		$9.18M Sell
117,212
-13,250
-10% -$1.03M 2.39% 8
2019
Q1 		$10.1M Buy
130,462
+29,267
+29% +$2.25M 2.74% 7
2018
Q4 		$7.01M Buy
+101,195
New +$7.82M 3.04% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parkside Investments's IJR Position: Q2 2026 in Review

Parkside Investments increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,370 shares worth $648K. The position accounts for 0.07% of the portfolio, ranked #75.

Parkside Investments first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.1M in Q1 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Parkside Investments held 4,370 shares of iShares Core S&P Small-Cap ETF worth $648K as of Q2 2026.
  • Parkside Investments bought 76 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Parkside Investments's portfolio in Q2 2026, its #75 holding.
  • Parkside Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Parkside Investments's iShares Core S&P Small-Cap ETF position peaked at $10.1M in Q1 2019.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.