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 Q2	$3.01M	Buy	20,277 +184	+0.9%	+$25.3K	0.86%	26
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 $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

Pines Wealth Management's IJR Position: Q2 2026 in Review

Pines Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.92% in Q2 2026, buying an estimated $25.3K and bringing the position to 20,277 shares worth $3.01M. The position accounts for 0.86% of the portfolio, ranked #26.

Pines Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pines Wealth Management held 20,277 shares of iShares Core S&P Small-Cap ETF worth $3.01M as of Q2 2026.
Pines Wealth Management bought 184 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.3K.
iShares Core S&P Small-Cap ETF made up 0.86% of Pines Wealth Management's portfolio in Q2 2026, its #26 holding.
Pines Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.