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

White Pine Investment Company’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 		$8.87M Sell
59,794
-993
-2% -$136K 1.89% 24
2026
Q1 		$7.56M Sell
60,787
-1,001
-2% -$127K 1.76% 24
2025
Q4 		$7.43M Sell
61,788
-82
-0.1% -$9.81K 1.75% 25
2025
Q3 		$7.35M Sell
61,870
-844
-1% -$97.1K 1.74% 25
2025
Q2 		$6.85M Sell
62,714
-1,068
-2% -$110K 1.71% 25
2025
Q1 		$6.67M Sell
63,782
-1,631
-2% -$184K 1.8% 25
2024
Q4 		$7.54M Sell
65,413
-3,622
-5% -$433K 2.04% 20
2024
Q3 		$8.07M Buy
69,035
+27
+0% +$3.05K 2.22% 16
2024
Q2 		$7.36M Buy
69,008
+1,278
+2% +$137K 2.16% 18
2024
Q1 		$7.49M Buy
67,730
+930
+1% +$98.8K 2.21% 14
2023
Q4 		$7.23M Buy
66,800
+729
+1% +$70.3K 2.33% 14
2023
Q3 		$6.23M Buy
66,071
+795
+1% +$79.4K 2.19% 16
2023
Q2 		$6.5M Buy
65,276
+690
+1% +$65.7K 2.24% 16
2023
Q1 		$6.25M Buy
64,586
+3,968
+7% +$397K 2.24% 17
2022
Q4 		$5.74M Buy
60,618
+3,960
+7% +$380K 2.18% 19
2022
Q3 		$4.94M Buy
56,658
+7,215
+15% +$701K 2.05% 19
2022
Q2 		$4.57M Buy
49,443
+272
+0.6% +$27.1K 1.81% 22
2022
Q1 		$5.3M Buy
49,171
+1,413
+3% +$152K 1.8% 23
2021
Q4 		$5.47M Buy
47,758
+3,161
+7% +$360K 1.82% 22
2021
Q3 		$4.87M Buy
44,597
+4,575
+11% +$504K 1.7% 26
2021
Q2 		$4.52M Buy
40,022
+13,239
+49% +$1.48M 1.56% 29
2021
Q1 		$2.91M Buy
26,783
+2,101
+9% +$220K 1.08% 36
2020
Q4 		$2.27M Buy
24,682
+804
+3% +$66.1K 0.92% 35
2020
Q3 		$1.68M Sell
23,878
-3,938
-14% -$282K 0.77% 37
2020
Q2 		$1.9M Sell
27,816
-645
-2% -$40.7K 0.94% 33
2020
Q1 		$1.6M Buy
28,461
+1,908
+7% +$142K 0.92% 32
2019
Q4 		$2.23M Buy
26,553
+16,892
+175% +$1.36M 0.91% 36
2019
Q3 		$752K Buy
9,661
+905
+10% +$70.1K 0.34% 45
2019
Q2 		$685K Buy
8,756
+5,492
+168% +$426K 0.32% 46
2019
Q1 		$252K Buy
+3,264
New +$251K 0.13% 50

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

White Pine Investment Company's IJR Position: Q2 2026 in Review

White Pine Investment Company reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q2 2026, selling an estimated $136K and leaving 59,794 shares worth $8.87M. The position accounts for 1.89% of the portfolio, ranked #24.

White Pine Investment Company first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. 1,795 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • White Pine Investment Company held 59,794 shares of iShares Core S&P Small-Cap ETF worth $8.87M as of Q2 2026.
  • White Pine Investment Company sold 993 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $136K.
  • iShares Core S&P Small-Cap ETF made up 1.89% of White Pine Investment Company's portfolio in Q2 2026, its #24 holding.
  • White Pine Investment Company first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.