Black Swift Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Black Swift Group’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	-8,794	Closed	-$920K	–	120
2025 Q1	$920K	Sell	8,794 -42,482	-83%	-$4.79M	0.21%	68
2024 Q4	$5.91M	Buy	51,276 +3,245	+7%	+$388K	1.25%	16
2024 Q3	$5.62M	Buy	+48,031	New	+$5.43M	1.24%	14
2019 Q2	–	Sell	-56	Closed	-$4K	–	80
2019 Q1	$4K	Buy	+56	New	+$4.3K	0.01%	70
2018 Q4	–	Sell	-271	Closed	-$24K	–	78
2018 Q3	$24K	Buy	+271	New	+$23.7K	0.02%	45

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

Black Swift Group's IJR Position: Q2 2025 in Review

Black Swift Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 8,794 shares — an estimated $920K sold.

Black Swift Group first reported a position in IJR in Q3 2018 and held it in 5 quarters. The position peaked at $5.91M in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Black Swift Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Black Swift Group sold 8,794 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $920K.
Black Swift Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and held it in 5 quarters.
Black Swift Group's iShares Core S&P Small-Cap ETF position peaked at $5.91M 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 Black Swift Group's 13F filing for Q2 2025, filed 6 Aug 2025.