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Pettyjohn Wood & White’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pettyjohn Wood & White’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
Q1 		$5.23M Sell
42,064
-452
-1% -$57.4K 0.83% 34
2025
Q4 		$5.11M Sell
42,516
-2,011
-5% -$240K 0.8% 35
2025
Q3 		$5.29M Sell
44,527
-906
-2% -$104K 0.87% 32
2025
Q2 		$4.97M Sell
45,433
-1,627
-3% -$168K 0.89% 32
2025
Q1 		$4.92M Buy
47,060
+702
+2% +$79.2K 0.94% 29
2024
Q4 		$5.34M Sell
46,358
-26
-0.1% -$3.11K 0.98% 30
2024
Q3 		$5.43M Buy
46,384
+2,087
+5% +$236K 1% 29
2024
Q2 		$4.72M Buy
44,297
+10,485
+31% +$1.12M 0.92% 32
2024
Q1 		$3.74M Buy
33,812
+466
+1% +$49.5K 0.74% 39
2023
Q4 		$3.61M Buy
33,346
+1,495
+5% +$144K 0.78% 37
2023
Q3 		$3M Sell
31,851
-346
-1% -$34.6K 0.71% 38
2023
Q2 		$3.21M Buy
32,197
+649
+2% +$61.8K 0.74% 39
2023
Q1 		$3.05M Buy
31,548
+145
+0.5% +$14.5K 0.75% 39
2022
Q4 		$2.97M Buy
31,403
+261
+0.8% +$25K 0.74% 41
2022
Q3 		$2.71M Buy
31,142
+555
+2% +$53.9K 0.72% 44
2022
Q2 		$2.83M Buy
30,587
+1,542
+5% +$153K 0.67% 49
2022
Q1 		$3.13M Buy
29,045
+1,001
+4% +$108K 0.67% 47
2021
Q4 		$3.21M Sell
28,044
-89
-0.3% -$10.1K 0.66% 46
2021
Q3 		$3.07M Buy
28,133
+595
+2% +$65.5K 0.68% 47
2021
Q2 		$3.11M Sell
27,538
-597
-2% -$66.6K 0.7% 45
2021
Q1 		$3.05M Buy
28,135
+496
+2% +$51.9K 0.72% 43
2020
Q4 		$2.54M Sell
27,639
-53
-0.2% -$4.35K 0.65% 45
2020
Q3 		$1.95M Buy
27,692
+405
+1% +$29K 0.57% 51
2020
Q2 		$1.86M Sell
27,287
-492
-2% -$31.1K 0.6% 49
2020
Q1 		$1.56M Buy
27,779
+1,645
+6% +$123K 0.58% 50
2019
Q4 		$2.19M Sell
26,134
-247
-0.9% -$19.9K 0.63% 49
2019
Q3 		$2.05M Sell
26,381
-3,068
-10% -$238K 0.62% 50
2019
Q2 		$2.31M Buy
29,449
+493
+2% +$38.3K 0.71% 46
2019
Q1 		$2.23M Buy
28,956
+1,655
+6% +$127K 0.73% 46
2018
Q4 		$1.89M Buy
27,301
+2,496
+10% +$193K 0.69% 46
2018
Q3 		$2.16M Buy
24,805
+4,432
+22% +$388K 0.7% 44
2018
Q2 		$1.7M Buy
20,373
+1,782
+10% +$145K 0.59% 54
2018
Q1 		$1.43M Buy
18,591
+3,181
+21% +$248K 0.52% 61
2017
Q4 		$1.18M Buy
15,410
+4,344
+39% +$327K 0.43% 67
2017
Q3 		$821K Buy
11,066
+2,604
+31% +$182K 0.3% 75
2017
Q2 		$593K Buy
8,462
+409
+5% +$28.3K 0.22% 83
2017
Q1 		$557K Sell
8,053
-1,263
-14% -$87.1K 0.21% 84
2016
Q4 		$641K Buy
9,316
+396
+4% +$25.5K 0.25% 83
2016
Q3 		$554K Buy
8,920
+2,926
+49% +$179K 0.26% 77
2016
Q2 		$348K Buy
5,994
+182
+3% +$10.4K 0.14% 101
2016
Q1 		$327K Buy
+5,812
New +$303K 0.13% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Pettyjohn Wood & White's IJR Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q1 2026, selling an estimated $57.4K and leaving 42,064 shares worth $5.23M. The position accounts for 0.83% of the portfolio, ranked #34.

Pettyjohn Wood & White first reported a position in IJR in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.43M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Pettyjohn Wood & White held 42,064 shares of iShares Core S&P Small-Cap ETF worth $5.23M as of Q1 2026.
  • Pettyjohn Wood & White sold 452 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $57.4K.
  • iShares Core S&P Small-Cap ETF made up 0.83% of Pettyjohn Wood & White's portfolio in Q1 2026, its #34 holding.
  • Pettyjohn Wood & White first reported a position in iShares Core S&P Small-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Pettyjohn Wood & White's iShares Core S&P Small-Cap ETF position peaked at $5.43M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.