PrairieView Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PrairieView Partners’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
2025 Q2	$3.5M	Sell	31,984 -651	-2%	-$67.3K	0.34%	34
2025 Q1	$3.41M	Buy	32,635 +2,475	+8%	+$279K	0.36%	36
2024 Q4	$3.48M	Sell	30,160 -6,772	-18%	-$809K	0.36%	30
2024 Q3	$4.32M	Sell	36,932 -820	-2%	-$92.6K	0.45%	31
2024 Q2	$4.03M	Sell	37,752 -163	-0.4%	-$17.4K	0.45%	29
2024 Q1	$4.19M	Buy	37,915 +186	+0.5%	+$19.8K	0.48%	27
2023 Q4	$4.08M	Buy	37,729 +6,609	+21%	+$637K	0.5%	29
2023 Q3	$2.94M	Sell	31,120 -1,571	-5%	-$157K	0.4%	33
2023 Q2	$3.26M	Buy	32,691 +829	+3%	+$78.9K	0.43%	33
2023 Q1	$3.08M	Buy	31,862 +1,261	+4%	+$126K	0.42%	34
2022 Q4	$2.9M	Sell	30,601 -7,839	-20%	-$752K	0.43%	36
2022 Q3	$3.35M	Buy	38,440 +6,726	+21%	+$653K	0.55%	32
2022 Q2	$2.93M	Sell	31,714 -3,167	-9%	-$315K	0.46%	32
2022 Q1	$3.76M	Buy	34,881 +6,632	+23%	+$716K	0.53%	31
2021 Q4	$3.23M	Sell	28,249 -429	-1%	-$48.9K	0.45%	33
2021 Q3	$3.13M	Sell	28,678 -502	-2%	-$55.3K	0.47%	34
2021 Q2	$3.3M	Sell	29,180 -605	-2%	-$67.5K	0.49%	33
2021 Q1	$3.23M	Sell	29,785 -1,161	-4%	-$122K	0.52%	31
2020 Q4	$2.84M	Sell	30,946 -2,649	-8%	-$218K	0.5%	35
2020 Q3	$2.36M	Sell	33,595 -160	-0.5%	-$11.5K	0.5%	31
2020 Q2	$2.31M	Buy	33,755 +5,514	+20%	+$348K	0.51%	32
2020 Q1	$1.58M	Buy	28,241 +2,072	+8%	+$154K	0.4%	36
2019 Q4	$2.19M	Sell	26,169 -364	-1%	-$29.3K	0.47%	32
2019 Q3	$2.06M	Buy	26,533 +1,062	+4%	+$82.2K	0.48%	33
2019 Q2	$1.99M	Sell	25,471 -54	-0.2%	-$4.19K	0.5%	32
2019 Q1	$1.97M	Sell	25,525 -19	-0.1%	-$1.46K	0.51%	32
2018 Q4	$1.77M	Buy	25,544 +1,862	+8%	+$144K	0.5%	32
2018 Q3	$2.07M	Sell	23,682 -3,419	-13%	-$300K	0.54%	31
2018 Q2	$2.26M	Buy	27,101 +1,689	+7%	+$138K	0.58%	29
2018 Q1	$1.96M	Buy	25,412 +2,384	+10%	+$186K	0.47%	30
2017 Q4	$1.77M	Buy	+23,028	New	+$1.74M	0.5%	32

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PrairieView Partners's IJR Position: Q2 2025 in Review

PrairieView Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2% in Q2 2025, selling an estimated $67.3K and leaving 31,984 shares worth $3.5M. The position accounts for 0.34% of the portfolio, ranked #34.

PrairieView Partners first reported a position in IJR in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.32M in Q3 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

PrairieView Partners held 31,984 shares of iShares Core S&P Small-Cap ETF worth $3.5M as of Q2 2025.
PrairieView Partners sold 651 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $67.3K.
iShares Core S&P Small-Cap ETF made up 0.34% of PrairieView Partners's portfolio in Q2 2025, its #34 holding.
PrairieView Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 31 quarters since.
PrairieView Partners's iShares Core S&P Small-Cap ETF position peaked at $4.32M in Q3 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.