Pines Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pines Wealth Management’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	$2.5M	Sell	20,093 -2,037	-9%	-$259K	0.81%	27
2025 Q4	$2.66M	Buy	22,130 +1,103	+5%	+$132K	0.86%	23
2025 Q3	$2.5M	Hold	21,027	–	–	0.84%	24
2025 Q2	$2.38M	Buy	21,027 +700	+3%	+$72.4K	0.84%	27
2025 Q1	$1.84M	Buy	20,327 +7,949	+64%	+$897K	0.85%	26
2024 Q4	$1.4M	Buy	+12,378	New	+$1.48M	0.61%	38

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Pines Wealth Management's IJR Position: Q1 2026 in Review

Pines Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.2% in Q1 2026, selling an estimated $259K and leaving 20,093 shares worth $2.5M. The position accounts for 0.81% of the portfolio, ranked #27.

Pines Wealth Management first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Pines Wealth Management held 20,093 shares of iShares Core S&P Small-Cap ETF worth $2.5M as of Q1 2026.
Pines Wealth Management sold 2,037 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $259K.
iShares Core S&P Small-Cap ETF made up 0.81% of Pines Wealth Management's portfolio in Q1 2026, its #27 holding.
Pines Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.66M in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.