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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return