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

Ball & Co 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
Q2 		– Sell
-512
Closed -$53K – 72
2025
Q1 		$53K Sell
512
-35
-6% -$3.95K 0.06% 29
2024
Q4 		$63K Buy
+547
New +$65.4K 0.05% 30

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ball & Co Wealth Management's IJR Position: Q2 2025 in Review

Ball & Co Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 512 shares — an estimated $53K sold.

Ball & Co Wealth Management first reported a position in IJR in Q4 2024 and held it in 2 quarters. The position peaked at $63K in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Ball & Co Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 512 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $53K.
  • Ball & Co Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Ball & Co Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $63K in Q4 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Ball & Co Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.