Pine Haven Investment Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pine Haven Investment Counsel’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	$644K	Hold	4,345	–	–	0.43%	61
2026 Q1	$540K	Buy	4,345 +115	+3%	+$14.6K	0.4%	68
2025 Q4	$508K	Hold	4,230	–	–	0.36%	69
2025 Q3	$503K	Hold	4,230	–	–	0.36%	68
2025 Q2	$462K	Hold	4,230	–	–	0.36%	63
2025 Q1	$442K	Hold	4,230	–	–	0.37%	62
2024 Q4	$487K	Hold	4,230	–	–	0.4%	59
2024 Q3	$495K	Hold	4,230	–	–	0.4%	60
2024 Q2	$451K	Hold	4,230	–	–	0.39%	62
2024 Q1	$468K	Hold	4,230	–	–	0.41%	61
2023 Q4	$458K	Hold	4,230	–	–	0.43%	62
2023 Q3	$399K	Hold	4,230	–	–	0.41%	64
2023 Q2	$422K	Hold	4,230	–	–	0.42%	61
2023 Q1	$409K	Hold	4,230	–	–	0.43%	60
2022 Q4	$400K	Hold	4,230	–	–	0.44%	59
2022 Q3	$369K	Hold	4,230	–	–	0.45%	61
2022 Q2	$391K	Sell	4,230 -100	-2%	-$9.95K	0.46%	60
2022 Q1	$467K	Buy	4,330 +100	+2%	+$10.8K	0.46%	59
2021 Q4	$484K	Buy	+4,230	New	+$482K	0.45%	60

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 22.9% 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

Pine Haven Investment Counsel's IJR Position: Q2 2026 in Review

Pine Haven Investment Counsel held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,345 shares worth $644K. The position accounts for 0.43% of the portfolio, ranked #61.

Pine Haven Investment Counsel first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pine Haven Investment Counsel held 4,345 shares of iShares Core S&P Small-Cap ETF worth $644K as of Q2 2026.
Pine Haven Investment Counsel left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.43% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #61 holding.
Pine Haven Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.