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

Private 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	$499K	Hold	3,363	–	–	0.12%	65
2026 Q1	$418K	Buy	3,363 +10	+0.3%	+$1.27K	0.11%	62
2025 Q4	$403K	Hold	3,353	–	–	0.11%	64
2025 Q3	$398K	Sell	3,353 -10	-0.3%	-$1.15K	0.11%	60
2025 Q2	$368K	Hold	3,363	–	–	0.12%	62
2025 Q1	$352K	Buy	3,363 +10	+0.3%	+$1.13K	0.13%	61
2024 Q4	$386K	Hold	3,353	–	–	0.15%	57
2024 Q3	$392K	Sell	3,353 -739	-18%	-$83.5K	0.15%	54
2024 Q2	$436K	Buy	4,092 +739	+22%	+$79.1K	0.19%	49
2024 Q1	$371K	Buy	3,353 +10	+0.3%	+$1.06K	0.17%	50
2023 Q4	$362K	Buy	+3,343	New	+$322K	0.18%	51

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

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

Private Wealth Management Group held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,363 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #65.

Private Wealth Management Group first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Private Wealth Management Group held 3,363 shares of iShares Core S&P Small-Cap ETF worth $499K as of Q2 2026.
Private Wealth Management Group left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.12% of Private Wealth Management Group's portfolio in Q2 2026, its #65 holding.
Private Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.