3F
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360 Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

360 Financial’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
2025
Q4 		– Sell
-27,723
Closed -$3.29M – 82
2025
Q3 		$3.29M Buy
27,723
+548
+2% +$63K 1.06% 16
2025
Q2 		$2.97M Buy
27,175
+2,035
+8% +$210K 0.94% 18
2025
Q1 		$2.63M Buy
25,140
+1,878
+8% +$212K 0.95% 18
2024
Q4 		$2.68M Buy
23,262
+842
+4% +$101K 0.97% 18
2024
Q3 		$2.62M Sell
22,420
-331
-1% -$37.4K 0.97% 18
2024
Q2 		$2.43M Buy
22,751
+712
+3% +$76.2K 0.92% 19
2024
Q1 		$2.44M Buy
22,039
+420
+2% +$44.6K 0.95% 18
2023
Q4 		$2.34M Sell
21,619
-11,350
-34% -$1.09M 1.03% 17
2023
Q3 		$3.06M Buy
32,969
+1,797
+6% +$180K 1.91% 12
2023
Q2 		$3.11M Sell
31,172
-373
-1% -$35.5K 1.61% 14
2023
Q1 		$3.05M Buy
31,545
+1,902
+6% +$190K 1.61% 15
2022
Q4 		$2.58M Hold
29,643
– – 1.68% 14
2022
Q3 		$2.58M Buy
29,643
+2,149
+8% +$209K 1.68% 14
2022
Q2 		$2.67M Sell
27,494
-1,291
-4% -$128K 1.61% 15
2022
Q1 		$3.13M Buy
28,785
+325
+1% +$35.1K 1.51% 16
2021
Q4 		$3.26M Sell
28,460
-934
-3% -$106K 1.49% 15
2021
Q3 		$3.21M Buy
29,394
+49
+0.2% +$5.39K 1.66% 15
2021
Q2 		$3.31M Sell
29,345
-576
-2% -$64.2K 1.72% 15
2021
Q1 		$3.25M Sell
29,921
-925
-3% -$96.8K 1.83% 14
2020
Q4 		$2.83M Buy
30,846
+2,252
+8% +$185K 1.69% 14
2020
Q3 		$2.01M Buy
28,594
+3,440
+14% +$247K 1.42% 13
2020
Q2 		$1.68M Buy
+25,154
New +$1.59M 1.4% 12
2020
Q1 		– Sell
-2,630
Closed -$217K – 61
2019
Q4 		$217K Buy
+2,630
New +$212K 0.16% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

360 Financial's IJR Position: Q4 2025 in Review

360 Financial sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 27,723 shares — an estimated $3.29M sold.

360 Financial first reported a position in IJR in Q4 2019 and held it in 23 quarters. The position peaked at $3.31M in Q2 2021. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • 360 Financial reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • 360 Financial sold 27,723 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $3.29M.
  • 360 Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 23 quarters.
  • 360 Financial's iShares Core S&P Small-Cap ETF position peaked at $3.31M in Q2 2021.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on 360 Financial's 13F filing for Q4 2025, filed 10 Feb 2026.