PKS Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PKS Advisory 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	$19.9M	Sell	159,751 -741	-0.5%	-$94.1K	4.62%	5
2025 Q4	$19.3M	Sell	160,492 -11,649	-7%	-$1.39M	4.4%	5
2025 Q3	$20.5M	Buy	172,141 +905	+0.5%	+$104K	4.27%	5
2025 Q2	$18.7M	Buy	171,236 +2,325	+1%	+$240K	4.62%	5
2025 Q1	$17.7M	Buy	168,911 +1,101	+0.7%	+$124K	4.83%	5
2024 Q4	$19.3M	Buy	+167,810	New	+$20M	4.84%	5

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PKS Advisory Services's IJR Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.46% in Q1 2026, selling an estimated $94.1K and leaving 159,751 shares worth $19.9M. The position accounts for 4.62% of the portfolio, ranked #5.

PKS Advisory Services first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.5M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

PKS Advisory Services held 159,751 shares of iShares Core S&P Small-Cap ETF worth $19.9M as of Q1 2026.
PKS Advisory Services sold 741 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $94.1K.
iShares Core S&P Small-Cap ETF made up 4.62% of PKS Advisory Services's portfolio in Q1 2026, its #5 holding.
PKS Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $20.5M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.