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

Pinnacle Family 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
Q1 		– Sell
-8,429
Closed -$971K – 115
2024
Q4 		$971K Buy
8,429
+24
+0.3% +$2.87K 0.47% 43
2024
Q3 		$983K Sell
8,405
-1,041
-11% -$118K 0.51% 42
2024
Q2 		$1.01M Buy
+9,446
New +$1.01M 0.56% 33
2023
Q4 		– Sell
-7,473
Closed -$705K – 97
2023
Q3 		$705K Sell
7,473
-6,656
-47% -$665K 0.4% 41
2023
Q2 		$1.41M Buy
+14,129
New +$1.35M 0.76% 24
2023
Q1 		– Sell
-12,785
Closed -$1.21M – 104
2022
Q4 		$1.21M Buy
+12,785
New +$1.23M 0.86% 25
2022
Q2 		– Sell
-6,920
Closed -$747K – 101
2022
Q1 		$747K Buy
6,920
+879
+15% +$94.9K 0.4% 44
2021
Q4 		$692K Buy
6,041
+360
+6% +$41K 0.31% 54
2021
Q3 		$620K Sell
5,681
-4,644
-45% -$511K 0.28% 60
2021
Q2 		$1.17M Buy
10,325
+781
+8% +$87.1K 0.51% 41
2021
Q1 		$1.04M Sell
9,544
-10,199
-52% -$1.07M 0.54% 43
2020
Q4 		$1.81M Buy
19,743
+11,733
+146% +$964K 1.11% 23
2020
Q3 		$563K Sell
8,010
-21
-0.3% -$1.5K 0.38% 41
2020
Q2 		$548K Buy
+8,031
New +$507K 0.48% 37
2019
Q3 		– Sell
-10,203
Closed -$799K – 79
2019
Q2 		$799K Sell
10,203
-3,970
-28% -$308K 0.66% 36
2019
Q1 		$1.09M Sell
14,173
-20,152
-59% -$1.55M 0.97% 31
2018
Q4 		$2.38M Sell
34,325
-16,184
-32% -$1.25M 1.6% 20
2018
Q3 		$4.41M Sell
50,509
-1,020
-2% -$89.4K 2.33% 11
2018
Q2 		$4.31M Buy
51,529
+4,577
+10% +$373K 2.3% 16
2018
Q1 		$3.62M Sell
46,952
-697
-1% -$54.3K 2.06% 14
2017
Q4 		$3.66M Buy
47,649
+1,652
+4% +$125K 1.69% 24
2017
Q3 		$3.41M Buy
45,997
+5,456
+13% +$382K 1.61% 17
2017
Q2 		$2.84M Sell
40,541
-3,770
-9% -$261K 1.59% 18
2017
Q1 		$3.06M Buy
44,311
+4,759
+12% +$328K 1.9% 12
2016
Q4 		$2.72M Buy
+39,552
New +$2.55M 1.66% 18

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Family Advisors's IJR Position: Q1 2025 in Review

Pinnacle Family Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 8,429 shares — an estimated $971K sold.

Pinnacle Family Advisors first reported a position in IJR in Q4 2016 and held it in 25 quarters. The position peaked at $4.41M in Q3 2018. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Pinnacle Family Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 8,429 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $971K.
  • Pinnacle Family Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and held it in 25 quarters.
  • Pinnacle Family Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.41M in Q3 2018.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Pinnacle Family Advisors's 13F filing for Q1 2025, filed 15 May 2025.