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

Blue Fin Capital’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	-1,804	Closed	-$214K	–	154
2025 Q3	$214K	Sell	1,804 -96	-5%	-$11K	0.03%	144
2025 Q2	$208K	Buy	+1,900	New	+$196K	0.04%	142
2017 Q2	–	Sell	-3,880	Closed	-$268K	–	134
2017 Q1	$268K	Buy	3,880 +580	+18%	+$40K	0.16%	115
2016 Q4	$227K	Buy	+3,300	New	+$213K	0.15%	122
2014 Q3	–	Sell	-3,760	Closed	-$211K	–	127
2014 Q2	$211K	Sell	3,760 -2,190	-37%	-$118K	0.17%	122
2014 Q1	$328K	Sell	5,950 -1,100	-16%	-$59.5K	0.29%	90
2013 Q4	$385K	Buy	+7,050	New	+$369K	0.34%	86

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Blue Fin Capital's IJR Position: Q4 2025 in Review

Blue Fin Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,804 shares — an estimated $214K sold.

Blue Fin Capital first reported a position in IJR in Q4 2013 and held it in 7 quarters. The position peaked at $385K in Q4 2013. 2,723 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Blue Fin Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Blue Fin Capital sold 1,804 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $214K.
Blue Fin Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and held it in 7 quarters.
Blue Fin Capital's iShares Core S&P Small-Cap ETF position peaked at $385K in Q4 2013.
2,723 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Blue Fin Capital's 13F filing for Q4 2025, filed 23 Jan 2026.