BMM
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Buffington Mohr McNeal’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Buffington Mohr McNeal’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 		$13.6M Buy
129,642
+126,718
+4,334% +$14.3M 2.67% 12
2024
Q4 		$337K Hold
2,924
– – 0.06% 107
2024
Q3 		$342K Buy
2,924
+79
+3% +$8.93K 0.06% 108
2024
Q2 		$303K Sell
2,845
-26
-0.9% -$2.78K 0.05% 106
2024
Q1 		$317K Buy
2,871
+122
+4% +$13K 0.06% 109
2023
Q4 		$298K Buy
+2,749
New +$265K 0.06% 109
2020
Q3 		– Sell
-86,203
Closed -$5.89M – 118
2020
Q2 		$5.89M Sell
86,203
-75,683
-47% -$4.78M 1.66% 22
2020
Q1 		$9.08M Sell
161,886
-20,844
-11% -$1.55M 3.02% 10
2019
Q4 		$15.3M Sell
182,730
-2,255
-1% -$181K 4.33% 4
2019
Q3 		$14.4M Sell
184,985
-1,981
-1% -$153K 4.41% 4
2019
Q2 		$14.6M Sell
186,966
-993
-0.5% -$77.1K 4.58% 3
2019
Q1 		$14.5M Buy
187,959
+4,567
+2% +$351K 4.67% 2
2018
Q4 		$12.7M Sell
183,392
-6,045
-3% -$467K 5.11% 2
2018
Q3 		$16.5M Buy
189,437
+6,150
+3% +$539K 5.7% 2
2018
Q2 		$15.3M Buy
183,287
+225
+0.1% +$18.3K 5.74% 2
2018
Q1 		$14.1M Sell
183,062
-494
-0.3% -$38.5K 5.4% 2
2017
Q4 		$14.1M Sell
183,556
-630
-0.3% -$47.5K 5.4% 2
2017
Q3 		$13.8M Sell
184,186
-2,508
-1% -$176K 5.38% 2
2017
Q2 		$13.1M Buy
186,694
+11,921
+7% +$825K 5.17% 2
2017
Q1 		$12.1M Buy
174,773
+58,663
+51% +$4.05M 5.31% 2
2016
Q4 		$7.98M Buy
+116,110
New +$7.49M 3.05% 8

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

Buffington Mohr McNeal's IJR Position: Q1 2025 in Review

Buffington Mohr McNeal increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4,334% in Q1 2025, buying an estimated $14.3M and bringing the position to 129,642 shares worth $13.6M. The position accounts for 2.67% of the portfolio, ranked #12.

Buffington Mohr McNeal first reported a position in IJR in Q4 2016 and has held it in 21 quarters since. The position peaked at $16.5M in Q3 2018. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Buffington Mohr McNeal held 129,642 shares of iShares Core S&P Small-Cap ETF worth $13.6M as of Q1 2025.
  • Buffington Mohr McNeal bought 126,718 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $14.3M.
  • iShares Core S&P Small-Cap ETF made up 2.67% of Buffington Mohr McNeal's portfolio in Q1 2025, its #12 holding.
  • Buffington Mohr McNeal first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 21 quarters since.
  • Buffington Mohr McNeal's iShares Core S&P Small-Cap ETF position peaked at $16.5M in Q3 2018.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.