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

Parkworth Wealth Management’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 		$3.28K Hold
30
– – ﹤0.01% 211
2025
Q1 		$3.14K Hold
30
– – ﹤0.01% 161
2024
Q4 		$3.46K Buy
+30
New +$3.58K ﹤0.01% 172

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkworth Wealth Management's IJR Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2025 at 30 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Parkworth Wealth Management first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.46K in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Parkworth Wealth Management held 30 shares of iShares Core S&P Small-Cap ETF worth $3.28K as of Q2 2025.
  • Parkworth Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2025.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #211 holding.
  • Parkworth Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $3.46K in Q4 2024.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.