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Better Money Decisions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Better Money Decisions’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 		$1.01M Sell
9,278
-120
-1% -$12.4K 0.62% 31
2025
Q1 		$983K Buy
9,398
+686
+8% +$77.4K 0.66% 30
2024
Q4 		$1M Sell
8,712
-506
-5% -$60.5K 0.7% 27
2024
Q3 		$1.08M Sell
9,218
-137
-1% -$15.5K 0.76% 26
2024
Q2 		$998K Sell
9,355
-89
-0.9% -$9.52K 0.75% 29
2024
Q1 		$1.04M Sell
9,444
-78
-0.8% -$8.28K 0.83% 25
2023
Q4 		$1.03M Sell
9,522
-729
-7% -$70.3K 0.86% 24
2023
Q3 		$967K Buy
10,251
+1,197
+13% +$120K 0.85% 21
2023
Q2 		$902K Sell
9,054
-696
-7% -$66.3K 0.74% 26
2023
Q1 		$943K Buy
9,750
+86
+0.9% +$8.6K 0.8% 23
2022
Q4 		$915K Sell
9,664
-431
-4% -$41.3K 0.79% 27
2022
Q3 		$880K Buy
10,095
+48
+0.5% +$4.66K 0.86% 25
2022
Q2 		$928K Buy
10,047
+917
+10% +$91.2K 0.79% 25
2022
Q1 		$985K Sell
9,130
-3,328
-27% -$359K 0.92% 22
2021
Q4 		$1.43M Sell
12,458
-6,347
-34% -$723K 1.2% 14
2021
Q3 		$2.05M Buy
18,805
+319
+2% +$35.1K 1.69% 10
2021
Q2 		$2.09M Sell
18,486
-475
-3% -$53K 1.87% 10
2021
Q1 		$2.06M Buy
+18,961
New +$1.98M 2.12% 10

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

Better Money Decisions's IJR Position: Q2 2025 in Review

Better Money Decisions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2025, selling an estimated $12.4K and leaving 9,278 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #31.

Better Money Decisions first reported a position in IJR in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q2 2021. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Better Money Decisions held 9,278 shares of iShares Core S&P Small-Cap ETF worth $1.01M as of Q2 2025.
  • Better Money Decisions sold 120 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $12.4K.
  • iShares Core S&P Small-Cap ETF made up 0.62% of Better Money Decisions's portfolio in Q2 2025, its #31 holding.
  • Better Money Decisions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's iShares Core S&P Small-Cap ETF position peaked at $2.09M in Q2 2021.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.