Burt Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Burt Wealth Advisors’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 Q3	$211K	Buy	+1,778	New	+$204K	0.05%	113
2023 Q4	–	Sell	-5,104	Closed	-$481K	–	109
2023 Q3	$481K	Hold	5,104	–	–	0.15%	54
2023 Q2	$509K	Buy	+5,104	New	+$486K	0.15%	54
2022 Q2	–	Sell	-9,344	Closed	-$1.01M	–	97
2022 Q1	$1.01M	Buy	+9,344	New	+$1.01M	0.3%	30
2021 Q1	–	Sell	-244	Closed	-$22K	–	215
2020 Q4	$22K	Hold	244	–	–	0.01%	233
2020 Q3	$17K	Sell	244 -377	-61%	-$27K	0.01%	247
2020 Q2	$42K	Sell	621 -11	-2%	-$694	0.02%	187
2020 Q1	$35K	Hold	632	–	–	0.02%	191
2019 Q4	$53K	Hold	632	–	–	0.02%	167
2019 Q3	$49K	Buy	632 +11	+2%	+$852	0.02%	168
2019 Q2	$49K	Hold	621	–	–	0.02%	170
2019 Q1	$48K	Hold	621	–	–	0.02%	179
2018 Q4	$43K	Sell	621 -353	-36%	-$27.3K	0.02%	183
2018 Q3	$85K	Hold	974	–	–	0.04%	150
2018 Q2	$81K	Hold	974	–	–	0.04%	143
2018 Q1	$75K	Hold	974	–	–	0.04%	149
2017 Q4	$75K	Hold	974	–	–	0.05%	150
2017 Q3	$72K	Hold	974	–	–	0.05%	149
2017 Q2	$68K	Hold	974	–	–	0.05%	157
2017 Q1	$67K	Hold	974	–	–	0.05%	141
2016 Q4	$67K	Sell	974 -154	-14%	-$9.93K	0.06%	142
2016 Q3	$70K	Hold	1,128	–	–	0.07%	132
2016 Q2	$65K	Hold	1,128	–	–	0.07%	134
2016 Q1	$63K	Hold	1,128	–	–	0.06%	146
2015 Q4	$62K	Hold	1,128	–	–	0.05%	133
2015 Q3	$66K	Hold	1,128	–	–	0.08%	115
2015 Q2	$66K	Hold	1,128	–	–	0.07%	132
2015 Q1	$66K	Hold	1,128	–	–	0.07%	121
2014 Q4	$64K	Buy	+1,128	New	+$61.6K	0.07%	123

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Burt Wealth Advisors's IJR Position: Q3 2025 in Review

Burt Wealth Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2025: 1,778 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Burt Wealth Advisors previously reported a position in IJR as recently as Q3 2023.

Burt Wealth Advisors first reported a position in IJR in Q4 2014 and has held it in 29 quarters since. The position peaked at $1.01M in Q1 2022. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Burt Wealth Advisors held 1,778 shares of iShares Core S&P Small-Cap ETF worth $211K as of Q3 2025.
iShares Core S&P Small-Cap ETF was a new Burt Wealth Advisors position in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.05% of Burt Wealth Advisors's portfolio in Q3 2025, its #113 holding.
Burt Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 29 quarters since.
Burt Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q1 2022.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.