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Bowman & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bowman & Company’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 		$903K Buy
7,513
+199
+3% +$23.8K 0.38% 64
2025
Q3 		$869K Buy
7,314
+420
+6% +$48.3K 0.37% 65
2025
Q2 		$754K Buy
6,894
+508
+8% +$52.5K 0.34% 68
2025
Q1 		$668K Buy
6,386
+902
+16% +$102K 0.33% 73
2024
Q4 		$632K Buy
5,484
+772
+16% +$92.2K 0.33% 71
2024
Q3 		$551K Buy
4,712
+238
+5% +$26.9K 0.29% 73
2024
Q2 		$477K Buy
4,474
+152
+4% +$16.3K 0.28% 74
2024
Q1 		$478K Sell
4,322
-215
-5% -$22.8K 0.29% 72
2023
Q4 		$491K Buy
4,537
+80
+2% +$7.71K 0.34% 64
2023
Q3 		$420K Buy
4,457
+172
+4% +$17.2K 0.33% 65
2023
Q2 		$427K Sell
4,285
-47
-1% -$4.47K 0.32% 65
2023
Q1 		$419K Sell
4,332
-278
-6% -$27.8K 0.31% 65
2022
Q4 		$436K Sell
4,610
-1,402
-23% -$134K 0.34% 58
2022
Q3 		$524K Buy
6,012
+37
+0.6% +$3.59K 0.47% 42
2022
Q2 		$552K Sell
5,975
-1,663
-22% -$165K 0.48% 44
2022
Q1 		$824K Sell
7,638
-235
-3% -$25.4K 0.63% 30
2021
Q4 		$902K Buy
+7,873
New +$897K 0.69% 21

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bowman & Company's IJR Position: Q4 2025 in Review

Bowman & Company increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q4 2025, buying an estimated $23.8K and bringing the position to 7,513 shares worth $903K. The position accounts for 0.38% of the portfolio, ranked #64.

Bowman & Company first reported a position in IJR in Q4 2021 and has held it in 17 quarters since. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Bowman & Company held 7,513 shares of iShares Core S&P Small-Cap ETF worth $903K as of Q4 2025.
  • Bowman & Company bought 199 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $23.8K.
  • iShares Core S&P Small-Cap ETF made up 0.38% of Bowman & Company's portfolio in Q4 2025, its #64 holding.
  • Bowman & Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.