Pineridge Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pineridge Advisors’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
2025 Q3	$33.5K	Hold	282	–	–	0.01%	128
2025 Q2	$30.8K	Sell	282 -1	-0.4%	-$103	0.01%	137
2025 Q1	$29.6K	Hold	283	–	–	0.01%	145
2024 Q4	$32.6K	Buy	283 +3	+1%	+$358	0.01%	172
2024 Q3	$32.8K	Sell	280 -693	-71%	-$78.3K	0.01%	170
2024 Q2	$104K	Buy	973 +358	+58%	+$38.3K	0.04%	94
2024 Q1	$68K	Hold	615	–	–	0.02%	109
2023 Q4	$66.6K	Buy	+615	New	+$59.3K	0.02%	139

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pineridge Advisors's IJR Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 282 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #128.

Pineridge Advisors first reported a position in IJR in Q4 2023 and has held it in 8 quarters since. The position peaked at $104K in Q2 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Pineridge Advisors held 282 shares of iShares Core S&P Small-Cap ETF worth $33.5K as of Q3 2025.
Pineridge Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #128 holding.
Pineridge Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core S&P Small-Cap ETF position peaked at $104K in Q2 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.