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

Blue Chip 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 Q4	–	Sell	-1,905	Closed	-$226K	–	171
2025 Q3	$226K	Buy	+1,905	New	+$219K	0.02%	157
2022 Q2	–	Sell	-1,647	Closed	-$178K	–	172
2022 Q1	$178K	Hold	1,647	–	–	0.02%	142
2021 Q4	$189K	Buy	1,647 +1	+0.1%	+$114	0.02%	141
2021 Q3	$180K	Sell	1,646 -114	-6%	-$12.6K	0.03%	138
2021 Q2	$199K	Hold	1,760	–	–	0.03%	123
2021 Q1	$191K	Buy	1,760 +66	+4%	+$6.91K	0.03%	119
2020 Q4	$156K	Buy	1,694 +164	+11%	+$13.5K	0.02%	124
2020 Q3	$107K	Buy	+1,530	New	+$110K	0.02%	130
2020 Q1	–	Sell	-5,716	Closed	-$479K	–	148
2019 Q4	$479K	Buy	+5,716	New	+$460K	0.09%	89

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Chip Partners's IJR Position: Q4 2025 in Review

Blue Chip Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,905 shares — an estimated $226K sold.

Blue Chip Partners first reported a position in IJR in Q4 2019 and held it in 9 quarters. The position peaked at $479K in Q4 2019. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Blue Chip Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Blue Chip Partners sold 1,905 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $226K.
Blue Chip Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 9 quarters.
Blue Chip Partners's iShares Core S&P Small-Cap ETF position peaked at $479K in Q4 2019.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Blue Chip Partners's 13F filing for Q4 2025, filed 18 Feb 2026.