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

Bestgate Wealth 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
Q4 		– Sell
-4,323
Closed -$514K – 56
2025
Q3 		$514K Sell
4,323
-2,634
-38% -$303K 0.91% 27
2025
Q2 		$727K Hold
6,957
– – 1.51% 18
2025
Q1 		$727K Sell
6,957
-1,919
-22% -$217K 1.51% 18
2024
Q4 		$1.02M Buy
+8,876
New +$1.06M 2.05% 13

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bestgate Wealth Advisors's IJR Position: Q4 2025 in Review

Bestgate Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 4,323 shares — an estimated $514K sold.

Bestgate Wealth Advisors first reported a position in IJR in Q4 2024 and held it in 4 quarters. The position peaked at $1.02M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Bestgate Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bestgate Wealth Advisors sold 4,323 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $514K.
  • Bestgate Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Bestgate Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.02M in Q4 2024.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Bestgate Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.