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

PrairieView Wealth 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
2026 Q2	$1.63M	Sell	11,023 -482	-4%	-$66.1K	1.22%	12
2026 Q1	$1.43M	Sell	11,505 -273	-2%	-$34.7K	1.17%	12
2025 Q4	$1.42M	Sell	11,778 -150	-1%	-$17.9K	1.28%	11
2025 Q3	$1.42M	Sell	11,928 -208	-2%	-$23.9K	1.33%	11
2025 Q2	$1.33M	Buy	+12,136	New	+$1.25M	1.38%	10

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

PrairieView Wealth Partners's IJR Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.2% in Q2 2026, selling an estimated $66.1K and leaving 11,023 shares worth $1.63M. The position accounts for 1.22% of the portfolio, ranked #12.

PrairieView Wealth Partners first reported a position in IJR in Q2 2025 and has held it in 5 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PrairieView Wealth Partners held 11,023 shares of iShares Core S&P Small-Cap ETF worth $1.63M as of Q2 2026.
PrairieView Wealth Partners sold 482 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $66.1K.
iShares Core S&P Small-Cap ETF made up 1.22% of PrairieView Wealth Partners's portfolio in Q2 2026, its #12 holding.
PrairieView Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.