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

Accredited 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 		$1.45M Sell
138
-12,126
-99% -$1.39M 1.08% 20
2025
Q2 		$1.34M Sell
12,264
-130
-1% -$13.4K 1.09% 21
2025
Q1 		$1.3M Sell
12,394
-130
-1% -$14.7K 1.09% 20
2024
Q4 		$1.44M Buy
+12,524
New +$1.5M 1.26% 20

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Accredited Wealth Management's IJR Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 99% in Q3 2025, selling an estimated $1.39M and leaving 138 shares worth $1.45M. The position accounts for 1.08% of the portfolio, ranked #20.

Accredited Wealth Management first reported a position in IJR in Q4 2024 and has held it in 4 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Accredited Wealth Management held 138 shares of iShares Core S&P Small-Cap ETF worth $1.45M as of Q3 2025.
  • Accredited Wealth Management sold 12,126 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $1.39M.
  • iShares Core S&P Small-Cap ETF made up 1.08% of Accredited Wealth Management's portfolio in Q3 2025, its #20 holding.
  • Accredited Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.