Portside Wealth Group
IJR icon

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

Portside Wealth 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
2026
Q3 		$236K Sell
1,735
-640
-27% -$92.6K 0.03% 471
2026
Q2 		$352K Buy
+2,375
New +$326K 0.04% 370

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Portside Wealth Group's IJR Position: Q3 2026 in Review

Portside Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q3 2026, selling an estimated $92.6K and leaving 1,735 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #471.

Portside Wealth Group first reported a position in IJR in Q2 2026 and has held it in 2 quarters since. The position peaked at $352K in Q2 2026. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Portside Wealth Group held 1,735 shares of iShares Core S&P Small-Cap ETF worth $236K as of Q3 2026.
  • Portside Wealth Group sold 640 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $92.6K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #471 holding.
  • Portside Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Portside Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $352K in Q2 2026.
  • 2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.