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Pinnacle Financial Partners (Tennessee)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 		$23.3M Buy
196,356
+1,269
+0.7% +$146K 0.56% 47
2025
Q2 		$21.3M Buy
195,087
+9,712
+5% +$1M 0.45% 54
2025
Q1 		$19.4M Buy
185,375
+6,680
+4% +$754K 0.39% 66
2024
Q4 		$20.6M Buy
178,695
+2,262
+1% +$270K 0.42% 59
2024
Q3 		$20.6M Buy
176,433
+217
+0.1% +$24.5K 0.41% 65
2024
Q2 		$18.8M Sell
176,216
-4,125
-2% -$441K 0.4% 66
2024
Q1 		$19.9M Buy
180,341
+5,466
+3% +$580K 0.43% 64
2023
Q4 		$18.9M Sell
174,875
-1,051
-0.6% -$101K 0.45% 58
2023
Q3 		$16.6M Buy
175,926
+16,022
+10% +$1.6M 0.43% 64
2023
Q2 		$15.9M Buy
159,904
+15,161
+10% +$1.44M 0.4% 68
2023
Q1 		$14M Buy
144,743
+13,811
+11% +$1.38M 0.38% 78
2022
Q4 		$12.4M Sell
130,932
-1,442
-1% -$138K 0.36% 82
2022
Q3 		$11.5M Buy
132,374
+1,672
+1% +$162K 0.42% 73
2022
Q2 		$12.1M Buy
130,702
+7,930
+6% +$789K 0.43% 72
2022
Q1 		$13.2M Buy
122,772
+15,166
+14% +$1.64M 0.42% 70
2021
Q4 		$12.3M Sell
107,606
-1,210
-1% -$138K 0.38% 80
2021
Q3 		$11.9M Buy
108,816
+4,033
+4% +$444K 0.42% 73
2021
Q2 		$11.8M Sell
104,783
-822
-0.8% -$91.7K 0.48% 69
2021
Q1 		$11.5M Buy
105,605
+2,401
+2% +$251K 0.52% 57
2020
Q4 		$9.48M Sell
103,204
-4,535
-4% -$373K 0.47% 67
2020
Q3 		$7.57M Buy
107,739
+655
+0.6% +$46.9K 0.41% 74
2020
Q2 		$7.31M Buy
107,084
+5,072
+5% +$320K 0.42% 71
2020
Q1 		$5.72M Sell
102,012
-18,416
-15% -$1.37M 0.4% 78
2019
Q4 		$10.1M Sell
120,428
-1,489
-1% -$120K 0.63% 49
2019
Q3 		$9.49M Buy
121,917
+963
+0.8% +$74.6K 0.68% 44
2019
Q2 		$9.47M Buy
120,954
+4,825
+4% +$375K 0.71% 40
2019
Q1 		$8.96M Sell
116,129
-8,228
-7% -$632K 0.72% 42
2018
Q4 		$8.62M Buy
124,357
+11,670
+10% +$902K 0.82% 36
2018
Q3 		$9.83M Buy
112,687
+3,512
+3% +$308K 0.83% 34
2018
Q2 		$9.11M Buy
109,175
+2,726
+3% +$222K 0.87% 30
2018
Q1 		$8.2M Buy
106,449
+7,193
+7% +$560K 0.83% 31
2017
Q4 		$7.62M Buy
99,256
+2,050
+2% +$155K 0.8% 33
2017
Q3 		$7.21M Buy
97,206
+9,593
+11% +$672K 0.93% 26
2017
Q2 		$6.14M Sell
87,613
-3,914
-4% -$271K 0.87% 30
2017
Q1 		$6.33M Sell
91,527
-701
-0.8% -$48.3K 1.25% 16
2016
Q4 		$6.34M Buy
92,228
+1,358
+1% +$87.6K 1.37% 14
2016
Q3 		$5.53M Hold
90,870
– – 1.24% 17
2016
Q2 		$5.52M Buy
90,870
+4,840
+6% +$276K 1.27% 17
2016
Q1 		$4.84M Buy
86,030
+11,206
+15% +$585K 1.24% 19
2015
Q4 		$4.12M Buy
74,824
+7,106
+10% +$400K 1.28% 16
2015
Q3 		$3.61M Buy
67,718
+4,016
+6% +$228K 1.13% 22
2015
Q2 		$3.75M Buy
63,702
+2,432
+4% +$144K 1.19% 19
2015
Q1 		$3.62M Buy
61,270
+11,292
+23% +$647K 1.21% 21
2014
Q4 		$2.85M Buy
49,978
+20,604
+70% +$1.12M 0.99% 34
2014
Q3 		$1.53M Buy
29,374
+6,856
+30% +$373K 0.58% 59
2014
Q2 		$1.26M Buy
22,518
+3,982
+21% +$215K 0.5% 66
2014
Q1 		$1.02M Buy
18,536
+3,930
+27% +$212K 0.46% 73
2013
Q4 		$797K Buy
14,606
+7,130
+95% +$373K 0.36% 84
2013
Q3 		$373K Buy
7,476
+186
+3% +$8.99K 0.19% 106
2013
Q2 		$329K Buy
+7,290
New +$323K 0.17% 103

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Pinnacle Financial Partners (Tennessee)'s IJR Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.65% in Q3 2025, buying an estimated $146K and bringing the position to 196,356 shares worth $23.3M. The position accounts for 0.56% of the portfolio, ranked #47.

Pinnacle Financial Partners (Tennessee) first reported a position in IJR in Q2 2013 and has held it in 50 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 196,356 shares of iShares Core S&P Small-Cap ETF worth $23.3M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 1,269 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $146K.
  • iShares Core S&P Small-Cap ETF made up 0.56% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #47 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.