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

Pathfinder Wealth Consulting’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 		– Sell
-3,606
Closed -$448K – 70
2026
Q1 		$448K Buy
3,606
+166
+5% +$21.1K 0.29% 84
2025
Q4 		$413K Buy
+3,440
New +$411K 0.26% 91

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 22.9% 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

Pathfinder Wealth Consulting's IJR Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 3,606 shares — an estimated $448K sold.

Pathfinder Wealth Consulting first reported a position in IJR in Q4 2025 and held it in 2 quarters. The position peaked at $448K in Q1 2026. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 3,606 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $448K.
  • Pathfinder Wealth Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's iShares Core S&P Small-Cap ETF position peaked at $448K in Q1 2026.
  • 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.