Angeles Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Angeles Investment Advisors’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 Q1	–	Sell	-6,375	Closed	-$735K	–	104
2024 Q4	$735K	Buy	+6,375	New	+$762K	0.04%	59
2024 Q1	–	Sell	-6,425	Closed	-$696K	–	225
2023 Q4	$696K	Buy	6,425 +1,505	+31%	+$145K	0.04%	62
2023 Q3	$466K	Hold	4,920	–	–	0.04%	84
2023 Q2	$490K	Hold	4,920	–	–	0.04%	67
2023 Q1	$476K	Hold	4,920	–	–	0.04%	60
2022 Q4	$466K	Buy	+4,920	New	+$472K	0.04%	39
2022 Q3	–	Sell	-3,455	Closed	-$322K	–	82
2022 Q2	$322K	Hold	3,455	–	–	0.03%	60
2022 Q1	$373K	Hold	3,455	–	–	0.03%	66
2021 Q4	$396K	Hold	3,455	–	–	0.02%	142
2021 Q3	$377K	Buy	+3,455	New	+$380K	0.02%	131

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

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

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

Angeles Investment Advisors's IJR Position: Q1 2025 in Review

Angeles Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 6,375 shares — an estimated $735K sold.

Angeles Investment Advisors first reported a position in IJR in Q3 2021 and held it in 10 quarters. The position peaked at $735K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Angeles Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 6,375 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $735K.
Angeles Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 10 quarters.
Angeles Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $735K in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.