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

Peak Asset 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
2021 Q1	–	Sell	-200	Closed	-$18K	–	155
2020 Q4	$18K	Buy	+200	New	+$16.4K	﹤0.01%	147

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

Peak Asset Management's IJR Position: Q2 2026 in Review

Peak Asset Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, buying an estimated $5.49K and bringing the position to 13,795 shares worth $2.05M. The position accounts for 0.3% of the portfolio, ranked #62.

Peak Asset Management first reported a position in IJR in Q4 2014 and has held it in 47 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Peak Asset Management held 13,795 shares of iShares Core S&P Small-Cap ETF worth $2.05M as of Q2 2026.
Peak Asset Management bought 40 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.49K.
iShares Core S&P Small-Cap ETF made up 0.3% of Peak Asset Management's portfolio in Q2 2026, its #62 holding.
Peak Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.