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

Prestige Wealth Management 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 Q2	$156K	Buy	1,054 +40	+4%	+$5.49K	0.03%	186
2026 Q1	$126K	Hold	1,014	–	–	0.02%	188
2025 Q4	$122K	Buy	+1,014	New	+$121K	0.02%	191
2023 Q1	–	Sell	-1,109	Closed	-$105K	–	1112
2022 Q4	$105K	Buy	+1,109	New	+$106K	0.03%	191
2020 Q1	–	Sell	-1,088	Closed	-$91K	–	951
2019 Q4	$91K	Sell	1,088 -40	-4%	-$3.22K	0.05%	172
2019 Q3	$88K	Hold	1,128	–	–	0.05%	160
2019 Q2	$88K	Sell	1,128 -73	-6%	-$5.67K	0.05%	161
2019 Q1	$93K	Hold	1,201	–	–	0.06%	150
2018 Q4	$83K	Buy	+1,201	New	+$92.8K	0.06%	158

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

Prestige Wealth Management Group's IJR Position: Q2 2026 in Review

Prestige Wealth Management Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.9% in Q2 2026, buying an estimated $5.49K and bringing the position to 1,054 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #186.

Prestige Wealth Management Group first reported a position in IJR in Q4 2018 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Prestige Wealth Management Group held 1,054 shares of iShares Core S&P Small-Cap ETF worth $156K as of Q2 2026.
Prestige Wealth Management Group bought 40 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.49K.
iShares Core S&P Small-Cap ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #186 holding.
Prestige Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.