PRA
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Pine Ridge Advisers’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pine Ridge Advisers’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 		$42.8M Hold
344,276
– – 2.63% 10
2025
Q4 		$41.4M Hold
344,276
– – 2.47% 10
2025
Q3 		$40.9M Sell
344,276
-2,860
-0.8% -$329K 2.44% 10
2025
Q2 		$37.9M Buy
347,136
+1,965
+0.6% +$203K 2.39% 10
2025
Q1 		$36.1M Buy
345,171
+74,800
+28% +$8.44M 3.09% 9
2024
Q4 		$31.2M Buy
270,371
+73,097
+37% +$8.73M 2.77% 9
2024
Q3 		$23.1M Buy
197,274
+23,662
+14% +$2.67M 2.3% 10
2024
Q2 		$18.5M Buy
173,612
+60,417
+53% +$6.46M 1.97% 10
2024
Q1 		$12.5M Buy
113,195
+16,475
+17% +$1.75M 1.46% 12
2023
Q4 		$10.5M Buy
96,720
+17,855
+23% +$1.72M 1.84% 10
2023
Q3 		$7.44M Buy
78,865
+18,470
+31% +$1.85M 1.57% 12
2023
Q2 		$6.02M Buy
60,395
+5,935
+11% +$565K 1.33% 13
2023
Q1 		$5.27M Buy
54,460
+12,090
+29% +$1.21M 1.1% 15
2022
Q4 		$4.01M Sell
42,370
-25,385
-37% -$2.43M 1.06% 15
2022
Q3 		$5.91M Buy
67,755
+6,055
+10% +$588K 1.83% 11
2022
Q2 		$5.7M Buy
61,700
+5,890
+11% +$586K 1.86% 12
2022
Q1 		$6.02M Buy
55,810
+13,720
+33% +$1.48M 1.64% 13
2021
Q4 		$4.82M Buy
42,090
+13,525
+47% +$1.54M 1.32% 13
2021
Q3 		$3.12M Buy
28,565
+11,875
+71% +$1.31M 0.88% 16
2021
Q2 		$1.89M Buy
16,690
+10,370
+164% +$1.16M 0.63% 17
2021
Q1 		$685K Hold
6,320
– – 0.27% 21
2020
Q4 		$581K Buy
+6,320
New +$519K 0.25% 22

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

Pine Ridge Advisers's IJR Position: Q1 2026 in Review

Pine Ridge Advisers held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 344,276 shares worth $42.8M. The position accounts for 2.63% of the portfolio, ranked #10.

Pine Ridge Advisers first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Pine Ridge Advisers held 344,276 shares of iShares Core S&P Small-Cap ETF worth $42.8M as of Q1 2026.
  • Pine Ridge Advisers left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 2.63% of Pine Ridge Advisers's portfolio in Q1 2026, its #10 holding.
  • Pine Ridge Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.