BTG Pactual Asset Management US’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BTG Pactual Asset Management US’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	-108	Closed	-$11.8K	–	287
2025 Q3	$11.8K	Hold	108	–	–	﹤0.01%	228
2025 Q2	$11.8K	Buy	+108	New	+$11.2K	﹤0.01%	231
2025 Q1	–	Sell	-705	Closed	-$75.2K	–	309
2024 Q4	$75.2K	Buy	+705	New	+$84.2K	0.01%	249

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

BTG Pactual Asset Management US's IJR Position: Q4 2025 in Review

BTG Pactual Asset Management US sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 108 shares — an estimated $11.8K sold.

BTG Pactual Asset Management US first reported a position in IJR in Q4 2024 and held it in 3 quarters. The position peaked at $75.2K in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

BTG Pactual Asset Management US reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
BTG Pactual Asset Management US sold 108 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $11.8K.
BTG Pactual Asset Management US first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 3 quarters.
BTG Pactual Asset Management US's iShares Core S&P Small-Cap ETF position peaked at $75.2K in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q4 2025, filed 17 Feb 2026.