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Prosperity Consulting Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Prosperity Consulting 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 		$255K Buy
+1,721
New +$236K 0.01% 530
2025
Q3 		– Sell
-2,959
Closed -$323K – 501
2025
Q2 		$323K Sell
2,959
-9
-0.3% -$930 0.02% 367
2025
Q1 		$310K Buy
+2,968
New +$335K 0.02% 362

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prosperity Consulting Group's IJR Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,721 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in IJR as recently as Q2 2025.

Prosperity Consulting Group first reported a position in IJR in Q1 2025 and has held it in 3 quarters since. The position peaked at $323K in Q2 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Prosperity Consulting Group held 1,721 shares of iShares Core S&P Small-Cap ETF worth $255K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Prosperity Consulting Group position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #530 holding.
  • Prosperity Consulting Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Prosperity Consulting Group's iShares Core S&P Small-Cap ETF position peaked at $323K in Q2 2025.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.