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

Apriem 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 Q2	–	Sell	-4,125	Closed	-$431K	–	192
2025 Q1	$431K	Sell	4,125 -1,000	-20%	-$113K	0.05%	116
2024 Q4	$591K	Buy	+5,125	New	+$612K	0.07%	98
2018 Q3	–	Sell	-580	Closed	-$48K	–	245
2018 Q2	$48K	Buy	+580	New	+$47.3K	0.01%	250
2017 Q2	–	Sell	-708	Closed	-$49K	–	319
2017 Q1	$49K	Buy	708 +68	+11%	+$4.69K	0.01%	234
2016 Q4	$44K	Buy	640 +294	+85%	+$19K	0.01%	248
2016 Q3	$21K	Buy	346 +280	+424%	+$17.1K	0.01%	327
2016 Q2	$4K	Hold	66	–	–	﹤0.01%	492
2016 Q1	$4K	Sell	66 -1,940	-97%	-$101K	﹤0.01%	461
2015 Q4	$110K	Buy	2,006 +1,802	+883%	+$102K	0.04%	132
2015 Q3	$11K	Hold	204	–	–	﹤0.01%	354
2015 Q2	$12K	Hold	204	–	–	﹤0.01%	398
2015 Q1	$12K	Buy	204 +2	+1%	+$115	﹤0.01%	392
2014 Q4	$12K	Hold	202	–	–	﹤0.01%	356
2014 Q3	$11K	Hold	202	–	–	﹤0.01%	371
2014 Q2	$11K	Sell	202 -222	-52%	-$12K	﹤0.01%	331
2014 Q1	$23K	Sell	424 -700	-62%	-$37.8K	0.01%	287
2013 Q4	$61K	Buy	1,124 +900	+402%	+$47K	0.02%	185
2013 Q3	$11K	Hold	224	–	–	﹤0.01%	346
2013 Q2	$10K	Buy	+224	New	+$9.92K	﹤0.01%	330

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

Apriem Advisors's IJR Position: Q2 2025 in Review

Apriem Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 4,125 shares — an estimated $431K sold.

Apriem Advisors first reported a position in IJR in Q2 2013 and held it in 19 quarters. The position peaked at $591K in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Apriem Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Apriem Advisors sold 4,125 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $431K.
Apriem Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 19 quarters.
Apriem Advisors's iShares Core S&P Small-Cap ETF position peaked at $591K in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Apriem Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.