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

PFS Partners’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	$13K	Hold	87	–	–	0.01%	356
2026 Q1	$10.8K	Sell	87 -28	-24%	-$3.56K	0.01%	348
2025 Q4	$13.9K	Buy	115 +7	+6%	+$837	0.01%	320
2025 Q3	$12.8K	Buy	108 +21	+24%	+$2.42K	0.01%	315
2025 Q2	$9.47K	Buy	87 +1	+1%	+$103	﹤0.01%	319
2025 Q1	$9.04K	Hold	86	–	–	﹤0.01%	298
2024 Q4	$9.94K	Hold	86	–	–	0.01%	291
2024 Q3	$10K	Buy	86 +1	+1%	+$113	0.01%	288
2024 Q2	$9.11K	Hold	85	–	–	0.01%	284
2024 Q1	$9.41K	Sell	85 -2	-2%	-$212	0.01%	288
2023 Q4	$9.42K	Sell	87 -136	-61%	-$13.1K	0.01%	278
2023 Q3	$21K	Sell	223 -25	-10%	-$2.5K	0.02%	177
2023 Q2	$24.7K	Buy	248 +162	+188%	+$15.4K	0.02%	172
2023 Q1	$8.35K	Hold	86	–	–	0.01%	230
2022 Q4	$8.15K	Hold	86	–	–	0.01%	223
2022 Q3	$7.49K	Hold	86	–	–	0.01%	220
2022 Q2	$7.91K	Buy	86 +1	+1%	+$99	0.01%	220
2022 Q1	$9.22K	Sell	85 -1	-1%	-$108	0.01%	221
2021 Q4	$9.89K	Buy	+86	New	+$9.8K	0.01%	213

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

PFS Partners's IJR Position: Q2 2026 in Review

PFS Partners held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 87 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #356.

PFS Partners first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.7K in Q2 2023. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PFS Partners held 87 shares of iShares Core S&P Small-Cap ETF worth $13K as of Q2 2026.
PFS Partners left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of PFS Partners's portfolio in Q2 2026, its #356 holding.
PFS Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
PFS Partners's iShares Core S&P Small-Cap ETF position peaked at $24.7K in Q2 2023.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.