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

Pinnacle Wealth Planning Services’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
Q1 		$4.75M Sell
38,201
-418
-1% -$53.1K 0.49% 31
2025
Q4 		$4.64M Sell
38,619
-5,845
-13% -$699K 0.48% 31
2025
Q3 		$5.28M Buy
44,464
+20,204
+83% +$2.32M 0.62% 27
2025
Q2 		$2.65M Buy
24,260
+39
+0.2% +$4.03K 0.35% 38
2025
Q1 		$2.53M Sell
24,221
-170
-0.7% -$19.2K 0.38% 40
2024
Q4 		$2.81M Buy
24,391
+3,691
+18% +$441K 0.42% 35
2024
Q3 		$2.42M Sell
20,700
-514
-2% -$58.1K 0.33% 45
2024
Q2 		$2.26M Hold
21,214
– – 0.32% 48
2024
Q1 		$2.34M Sell
21,214
-381
-2% -$40.5K 0.34% 49
2023
Q4 		$2.34M Buy
21,595
+1,470
+7% +$142K 0.37% 42
2023
Q3 		$1.9M Buy
20,125
+79
+0.4% +$7.89K 0.31% 50
2023
Q2 		$2M Buy
20,046
+1,313
+7% +$125K 0.32% 47
2023
Q1 		$1.81M Sell
18,733
-1,310
-7% -$131K 0.3% 53
2022
Q4 		$1.9M Sell
20,043
-53,403
-73% -$5.12M 0.34% 51
2022
Q3 		$6.4M Buy
73,446
+4,819
+7% +$468K 1.18% 14
2022
Q2 		$6.34M Sell
68,627
-28,557
-29% -$2.84M 1.14% 16
2022
Q1 		$10.5M Buy
97,184
+79,822
+460% +$8.61M 1.91% 8
2021
Q4 		$1.99M Sell
17,362
-124
-0.7% -$14.1K 0.39% 49
2021
Q3 		$1.91M Buy
17,486
+498
+3% +$54.8K 0.42% 47
2021
Q2 		$1.92M Sell
16,988
-19
-0.1% -$2.12K 0.45% 49
2021
Q1 		$1.85M Sell
17,007
-1,101
-6% -$115K 0.47% 46
2020
Q4 		$1.66M Sell
18,108
-338
-2% -$27.8K 0.4% 40
2020
Q3 		$1.29M Sell
18,446
-23,618
-56% -$1.69M 0.43% 40
2020
Q2 		$2.87M Sell
42,064
-7,244
-15% -$457K 0.93% 23
2020
Q1 		$2.77M Buy
49,308
+30,607
+164% +$2.28M 1.31% 17
2019
Q4 		$1.57M Sell
18,701
-319
-2% -$25.7K 0.74% 24
2019
Q3 		$1.48M Sell
19,020
-21
-0.1% -$1.63K 0.81% 20
2019
Q2 		$1.49M Sell
19,041
-349
-2% -$27.1K 0.9% 19
2019
Q1 		$1.5M Sell
19,390
-432
-2% -$33.2K 1% 16
2018
Q4 		$1.37M Buy
19,822
+5,834
+42% +$451K 0.88% 20
2018
Q3 		$1.22M Sell
13,988
-434
-3% -$38K 1.12% 19
2018
Q2 		$1.2M Sell
14,422
-599
-4% -$48.8K 1.17% 16
2018
Q1 		$1.16M Sell
15,021
-12,049
-45% -$938K 1.19% 17
2017
Q4 		$2.08M Buy
+27,070
New +$2.04M 4.24% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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 Wealth Planning Services's IJR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q1 2026, selling an estimated $53.1K and leaving 38,201 shares worth $4.75M. The position accounts for 0.49% of the portfolio, ranked #31.

Pinnacle Wealth Planning Services first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q1 2022. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 38,201 shares of iShares Core S&P Small-Cap ETF worth $4.75M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 418 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $53.1K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #31 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core S&P Small-Cap ETF position peaked at $10.5M in Q1 2022.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.