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

Abich Financial Wealth Management’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 Q3	$59.3K	Buy	+499	New	+$57.4K	0.02%	296
2024 Q3	$56.4K	Buy	482 +357	+286%	+$40.3K	0.13%	86
2024 Q2	$13.3K	Sell	125 -238	-66%	-$25.5K	0.01%	252
2024 Q1	$40.1K	Sell	363 -157	-30%	-$16.7K	0.03%	167
2023 Q4	$56.3K	Buy	+520	New	+$50.1K	0.05%	98

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Abich Financial Wealth Management's IJR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2025: 499 shares worth $59.3K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IJR as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IJR in Q4 2023 and has held it in 5 quarters since. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Abich Financial Wealth Management held 499 shares of iShares Core S&P Small-Cap ETF worth $59.3K as of Q3 2025.
iShares Core S&P Small-Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #296 holding.
Abich Financial Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.