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

Blueprint Investment 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
Q1 		– Sell
-4,385
Closed -$505K – 147
2024
Q4 		$505K Buy
4,385
+98
+2% +$11.7K 0.08% 122
2024
Q3 		$501K Sell
4,287
-153
-3% -$17.3K 0.09% 108
2024
Q2 		$474K Sell
4,440
-506
-10% -$54.1K 0.1% 83
2024
Q1 		$547K Buy
4,946
+1,450
+41% +$154K 0.11% 79
2023
Q4 		$378K Buy
3,496
+1,180
+51% +$114K 0.1% 85
2023
Q3 		$218K Sell
2,316
-290
-11% -$29K 0.07% 103
2023
Q2 		$260K Sell
2,606
-12,516
-83% -$1.19M 0.09% 128
2023
Q1 		$1.46M Sell
15,122
-5,782
-28% -$578K 0.33% 60
2022
Q4 		$1.98M Buy
20,904
+5,600
+37% +$537K 0.42% 52
2022
Q3 		$1.33M Buy
15,304
+1,629
+12% +$158K 0.36% 52
2022
Q2 		$1.26M Sell
13,675
-4,906
-26% -$488K 0.34% 52
2022
Q1 		$2M Sell
18,581
-3,486
-16% -$376K 0.52% 49
2021
Q4 		$2.53M Buy
+22,067
New +$2.51M 0.62% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Blueprint Investment Partners's IJR Position: Q1 2025 in Review

Blueprint Investment Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 4,385 shares — an estimated $505K sold.

Blueprint Investment Partners first reported a position in IJR in Q4 2021 and held it in 13 quarters. The position peaked at $2.53M in Q4 2021. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Blueprint Investment Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,385 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $505K.
  • Blueprint Investment Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Blueprint Investment Partners's iShares Core S&P Small-Cap ETF position peaked at $2.53M in Q4 2021.
  • 2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.