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

Pinnacle Wealth Management 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
2025 Q3	–	Sell	-9,765	Closed	-$1.07M	–	131
2025 Q2	$1.07M	Sell	9,765 -168	-2%	-$17.4K	0.61%	38
2025 Q1	$1.04M	Buy	9,933 +479	+5%	+$54.1K	0.72%	34
2024 Q4	$1.09M	Sell	9,454 -182	-2%	-$21.7K	0.68%	37
2024 Q3	$1.13M	Sell	9,636 -22,136	-70%	-$2.5M	0.71%	37
2024 Q2	$3.39M	Buy	31,772 +5,192	+20%	+$555K	2.29%	15
2024 Q1	$2.94M	Buy	+26,580	New	+$2.82M	2.18%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Pinnacle Wealth Management Group's IJR Position: Q3 2025 in Review

Pinnacle Wealth Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 9,765 shares — an estimated $1.07M sold.

Pinnacle Wealth Management Group first reported a position in IJR in Q1 2024 and held it in 6 quarters. The position peaked at $3.39M in Q2 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Pinnacle Wealth Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 9,765 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $1.07M.
Pinnacle Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and held it in 6 quarters.
Pinnacle Wealth Management Group's iShares Core S&P Small-Cap ETF position peaked at $3.39M in Q2 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2025, filed 8 Oct 2025.