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

Presilium Private Wealth’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	$326K	Sell	2,197 -122	-5%	-$16.7K	0.05%	76
2026 Q1	$288K	Buy	2,319 +386	+20%	+$49K	0.05%	65
2025 Q4	$232K	Buy	1,933 +46	+2%	+$5.5K	0.04%	71
2025 Q3	$224K	Buy	+1,887	New	+$217K	0.04%	74
2023 Q4	–	Sell	-3,811	Closed	-$359K	–	73
2023 Q3	$359K	Buy	3,811 +16	+0.4%	+$1.6K	0.11%	47
2023 Q2	$378K	Buy	3,795 +11	+0.3%	+$1.05K	0.13%	45
2023 Q1	$366K	Buy	3,784 +45	+1%	+$4.5K	0.14%	38
2022 Q4	$354K	Buy	+3,739	New	+$359K	0.15%	36

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 22.9% 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

Presilium Private Wealth's IJR Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.3% in Q2 2026, selling an estimated $16.7K and leaving 2,197 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #76.

Presilium Private Wealth first reported a position in IJR in Q4 2022 and has held it in 8 quarters since. The position peaked at $378K in Q2 2023. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Presilium Private Wealth held 2,197 shares of iShares Core S&P Small-Cap ETF worth $326K as of Q2 2026.
Presilium Private Wealth sold 122 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Core S&P Small-Cap ETF made up 0.05% of Presilium Private Wealth's portfolio in Q2 2026, its #76 holding.
Presilium Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Presilium Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $378K in Q2 2023.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.