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

AllSquare 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	$10.2K	Hold	86	–	–	0.01%	382
2025 Q2	$9.4K	Hold	86	–	–	0.01%	386
2025 Q1	$8.99K	Hold	86	–	–	0.01%	387
2024 Q4	$9.91K	Hold	86	–	–	0.01%	379
2024 Q3	$10.1K	Hold	86	–	–	0.01%	381
2024 Q2	$9.17K	Buy	86 +55	+177%	+$5.88K	0.01%	385
2024 Q1	$3.43K	Hold	31	–	–	﹤0.01%	444
2023 Q4	$3.36K	Hold	31	–	–	﹤0.01%	443
2023 Q3	$2.92K	Hold	31	–	–	﹤0.01%	452
2023 Q2	$2.9K	Buy	+31	New	+$2.95K	﹤0.01%	466
2022 Q1	–	Sell	-60	Closed	-$7K	–	520
2021 Q4	$7K	Hold	60	–	–	﹤0.01%	405
2021 Q3	$7K	Hold	60	–	–	﹤0.01%	395
2021 Q2	$7K	Hold	60	–	–	﹤0.01%	415
2021 Q1	$7K	Hold	60	–	–	﹤0.01%	402
2020 Q4	$6K	Hold	60	–	–	﹤0.01%	378
2020 Q3	$4K	Hold	60	–	–	﹤0.01%	396
2020 Q2	$4K	Buy	+60	New	+$3.79K	﹤0.01%	399

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 $374B AUM 17.66% 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

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

AllSquare Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 86 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #382.

AllSquare Wealth Management first reported a position in IJR in Q2 2020 and has held it in 17 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

AllSquare Wealth Management held 86 shares of iShares Core S&P Small-Cap ETF worth $10.2K as of Q3 2025.
AllSquare Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #382 holding.
AllSquare Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 17 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.