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

Pinnacle Financial Group’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	$657K	Buy	4,432 +87	+2%	+$11.9K	0.16%	63
2026 Q1	$540K	Sell	4,345 -167	-4%	-$21.2K	0.15%	66
2025 Q4	$542K	Sell	4,512 -172	-4%	-$20.6K	0.16%	62
2025 Q3	$557K	Buy	4,684 +53	+1%	+$6.1K	0.17%	59
2025 Q2	$506K	Buy	4,631 +81	+2%	+$8.37K	0.17%	54
2025 Q1	$476K	Buy	4,550 +5	+0.1%	+$564	0.17%	55
2024 Q4	$524K	Buy	4,545 +246	+6%	+$29.4K	0.21%	50
2024 Q3	$503K	Buy	4,299 +93	+2%	+$10.5K	0.2%	45
2024 Q2	$449K	Buy	4,206 +430	+11%	+$46K	0.19%	44
2024 Q1	$417K	Hold	3,776	–	–	0.18%	48
2023 Q4	$409K	Hold	3,776	–	–	0.21%	48
2023 Q3	$356K	Hold	3,776	–	–	0.21%	49
2023 Q2	$376K	Hold	3,776	–	–	0.21%	48
2023 Q1	$365K	Hold	3,776	–	–	0.22%	49
2022 Q4	$357K	Sell	3,776 -99	-3%	-$9.5K	0.25%	48
2022 Q3	$338K	Sell	3,875 -1	-0%	-$97	0.29%	41
2022 Q2	$358K	Hold	3,876	–	–	0.31%	38
2022 Q1	$418K	Sell	3,876 -200	-5%	-$21.6K	0.34%	35
2021 Q4	$467K	Buy	+4,076	New	+$465K	0.36%	37

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 22.9% 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

Pinnacle Financial Group's IJR Position: Q2 2026 in Review

Pinnacle Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,432 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #63.

Pinnacle Financial Group first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Pinnacle Financial Group held 4,432 shares of iShares Core S&P Small-Cap ETF worth $657K as of Q2 2026.
Pinnacle Financial Group bought 87 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.9K.
iShares Core S&P Small-Cap ETF made up 0.16% of Pinnacle Financial Group's portfolio in Q2 2026, its #63 holding.
Pinnacle Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.