Advisor Resource Council’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-11,787	Closed	-$1.23M	–	369
2025 Q1	$1.23M	Buy	11,787 +7,040	+148%	+$794K	0.1%	213
2024 Q4	$547K	Buy	+4,747	New	+$567K	0.39%	29
2024 Q1	–	Sell	-9,991	Closed	-$1.08M	–	362
2023 Q4	$1.08M	Buy	+9,991	New	+$963K	0.13%	162
2022 Q3	–	Sell	-8,749	Closed	-$808K	–	309
2022 Q2	$808K	Buy	+8,749	New	+$870K	0.07%	218
2022 Q1	–	Sell	-10,480	Closed	-$1.2M	–	360
2021 Q4	$1.2M	Buy	10,480 +6,104	+139%	+$696K	0.09%	207
2021 Q3	$476K	Sell	4,376 -4,168	-49%	-$459K	0.14%	141
2021 Q2	$965K	Buy	+8,544	New	+$953K	0.1%	207

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Resource Council's IJR Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 11,787 shares — an estimated $1.23M sold.

Advisor Resource Council first reported a position in IJR in Q2 2021 and held it in 7 quarters. The position peaked at $1.23M in Q1 2025. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Advisor Resource Council reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 11,787 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $1.23M.
Advisor Resource Council first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's iShares Core S&P Small-Cap ETF position peaked at $1.23M in Q1 2025.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.