Autumn Glory Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Autumn Glory Partners’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	–	Sell	-19,013	Closed	-$2.08M	–	199
2025 Q2	$2.08M	Sell	19,013 -286	-1%	-$29.6K	0.97%	27
2025 Q1	$2.02M	Hold	19,299	–	–	1%	28
2024 Q4	$2.22M	Hold	19,299	–	–	1.09%	24
2024 Q3	$2.26M	Sell	19,299 -79	-0.4%	-$8.93K	0.87%	34
2024 Q2	$2.07M	Hold	19,378	–	–	1.06%	30
2024 Q1	$2.14M	Sell	19,378 -139	-0.7%	-$14.8K	1.05%	27
2023 Q4	$2.02M	Buy	19,517 +234	+1%	+$22.6K	1.15%	25
2023 Q3	$1.82M	Buy	19,283 +512	+3%	+$51.1K	1.11%	30
2023 Q2	$1.87M	Sell	18,771 -463	-2%	-$44.1K	1.37%	22
2023 Q1	$1.86M	Sell	19,234 -40	-0.2%	-$4K	1.59%	19
2022 Q4	$1.82M	Buy	19,274 +196	+1%	+$18.8K	0.97%	31
2022 Q3	$1.66M	Buy	19,078 +366	+2%	+$35.5K	1.12%	29
2022 Q2	$1.73M	Hold	18,712	–	–	1.28%	23
2022 Q1	$2.02M	Sell	18,712 -1,384	-7%	-$149K	1.17%	24
2021 Q4	$2.3M	Buy	+20,096	New	+$2.29M	0.96%	34

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

Autumn Glory Partners's IJR Position: Q3 2025 in Review

Autumn Glory Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 19,013 shares — an estimated $2.08M sold.

Autumn Glory Partners first reported a position in IJR in Q4 2021 and held it in 15 quarters. The position peaked at $2.3M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Autumn Glory Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Autumn Glory Partners sold 19,013 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $2.08M.
Autumn Glory Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 15 quarters.
Autumn Glory Partners's iShares Core S&P Small-Cap ETF position peaked at $2.3M in Q4 2021.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Autumn Glory Partners's 13F filing for Q3 2025, filed 22 Oct 2025.