Pennington Partners & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pennington Partners & Co’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	$206K	Buy	+1,388	New	+$190K	0.07%	125

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

Pennington Partners & Co's IJR Position: Q2 2026 in Review

Pennington Partners & Co opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,388 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings.

2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pennington Partners & Co held 1,388 shares of iShares Core S&P Small-Cap ETF worth $206K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Pennington Partners & Co position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.07% of Pennington Partners & Co's portfolio in Q2 2026, its #125 holding.
2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.