POM Investment Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

POM Investment Strategies’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	–	Sell	-763	Closed	-$94.8K	–	402
2026 Q1	$94.8K	Buy	763 +759	+18,975%	+$96.4K	0.12%	84
2025 Q4	$481	Sell	4 -496	-99%	-$59.3K	﹤0.01%	323
2025 Q3	$59.4K	Buy	+500	New	+$57.5K	0.03%	57
2025 Q1	–	Sell	-30	Closed	-$3.46K	–	284
2024 Q4	$3.46K	Buy	+30	New	+$3.58K	﹤0.01%	242

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

POM Investment Strategies's IJR Position: Q2 2026 in Review

POM Investment Strategies sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 763 shares — an estimated $94.8K sold.

POM Investment Strategies first reported a position in IJR in Q4 2024 and held it in 4 quarters. The position peaked at $94.8K in Q1 2026. 2,824 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

POM Investment Strategies reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
POM Investment Strategies sold 763 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $94.8K.
POM Investment Strategies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 4 quarters.
POM Investment Strategies's iShares Core S&P Small-Cap ETF position peaked at $94.8K in Q1 2026.
2,824 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.