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White Pine Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

White Pine Capital’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 		$922K Sell
6,216
-30
-0.5% -$4.12K 0.22% 130
2026
Q1 		$776K Sell
6,246
-8
-0.1% -$1.02K 0.21% 129
2025
Q4 		$752K Buy
6,254
+99
+2% +$11.8K 0.21% 126
2025
Q3 		$731K Hold
6,155
– – 0.21% 132
2025
Q2 		$673K Buy
6,155
+7
+0.1% +$724 0.21% 132
2025
Q1 		$643K Sell
6,148
-95
-2% -$10.7K 0.22% 118
2024
Q4 		$719K Buy
6,243
+55
+0.9% +$6.57K 0.24% 118
2024
Q3 		$724K Buy
6,188
+913
+17% +$103K 0.25% 114
2024
Q2 		$563K Sell
5,275
-40
-0.8% -$4.28K 0.21% 123
2024
Q1 		$555K Sell
5,315
-291
-5% -$30.9K 0.21% 123
2023
Q4 		$607K Buy
5,606
+125
+2% +$12K 0.23% 124
2023
Q3 		$517K Sell
5,481
-970
-15% -$96.9K 0.21% 123
2023
Q2 		$643K Buy
6,451
+336
+5% +$32K 0.24% 117
2023
Q1 		$591K Buy
6,115
+475
+8% +$47.5K 0.23% 116
2022
Q4 		$534K Buy
5,640
+187
+3% +$17.9K 0.21% 124
2022
Q3 		$475K Sell
5,453
-289
-5% -$28.1K 0.2% 123
2022
Q2 		$531K Buy
5,742
+363
+7% +$36.1K 0.21% 121
2022
Q1 		$580K Buy
5,379
+65
+1% +$7.01K 0.18% 139
2021
Q4 		$609K Buy
5,314
+51
+1% +$5.81K 0.18% 141
2021
Q3 		$575K Buy
5,263
+134
+3% +$14.8K 0.18% 146
2021
Q2 		$566K Buy
5,129
+296
+6% +$33K 0.17% 146
2021
Q1 		$525K Sell
4,833
-42
-0.9% -$4.4K 0.17% 148
2020
Q4 		$448K Buy
4,875
+145
+3% +$11.9K 0.16% 148
2020
Q3 		$332K Sell
4,730
-316
-6% -$22.6K 0.14% 160
2020
Q2 		$345K Buy
5,046
+270
+6% +$17K 0.15% 152
2020
Q1 		$268K Buy
4,776
+303
+7% +$22.6K 0.14% 150
2019
Q4 		$375K Sell
4,473
-487
-10% -$39.2K 0.15% 153
2019
Q3 		$386K Buy
4,960
+40
+0.8% +$3.1K 0.14% 164
2019
Q2 		$385K Buy
4,920
+6
+0.1% +$466 0.14% 160
2019
Q1 		$379K Buy
4,914
+1,833
+59% +$141K 0.14% 167
2018
Q4 		$214K Buy
+3,081
New +$238K 0.09% 197

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

White Pine Capital's IJR Position: Q2 2026 in Review

White Pine Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.48% in Q2 2026, selling an estimated $4.12K and leaving 6,216 shares worth $922K. The position accounts for 0.22% of the portfolio, ranked #130.

White Pine Capital first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • White Pine Capital held 6,216 shares of iShares Core S&P Small-Cap ETF worth $922K as of Q2 2026.
  • White Pine Capital sold 30 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Core S&P Small-Cap ETF made up 0.22% of White Pine Capital's portfolio in Q2 2026, its #130 holding.
  • White Pine Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.