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Pinney & Scofield’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Pinney & Scofield’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 		$431K Hold
2,904
– – 0.21% 36
2026
Q1 		$361K Hold
2,904
– – 0.19% 37
2025
Q4 		$349K Hold
2,904
– – 0.2% 37
2025
Q3 		$345K Hold
2,904
– – 0.21% 35
2025
Q2 		$317K Hold
2,904
– – 0.21% 38
2025
Q1 		$304K Hold
2,904
– – 0.22% 37
2024
Q4 		$335K Buy
+2,904
New +$347K 0.25% 36

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinney & Scofield's IJR Position: Q2 2026 in Review

Pinney & Scofield held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,904 shares worth $431K. The position accounts for 0.21% of the portfolio, ranked #36.

Pinney & Scofield first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Pinney & Scofield held 2,904 shares of iShares Core S&P Small-Cap ETF worth $431K as of Q2 2026.
  • Pinney & Scofield left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Pinney & Scofield's portfolio in Q2 2026, its #36 holding.
  • Pinney & Scofield first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.