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Callan Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Callan Capital’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 		$319K Hold
3,055
– – 0.02% 267
2024
Q4 		$352K Hold
3,055
– – 0.03% 231
2024
Q3 		$357K Buy
3,055
+354
+13% +$40K 0.03% 237
2024
Q2 		$288K Buy
2,701
+637
+31% +$68.2K 0.02% 246
2024
Q1 		$228K Hold
2,064
– – 0.02% 256
2023
Q4 		$223K Buy
+2,064
New +$199K 0.02% 205

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 $424B AUM 22.94% 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

Callan Capital's IJR Position: Q1 2025 in Review

Callan Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2025 at 3,055 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #267.

Callan Capital first reported a position in IJR in Q4 2023 and has held it in 6 quarters since. The position peaked at $357K in Q3 2024. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • Callan Capital held 3,055 shares of iShares Core S&P Small-Cap ETF worth $319K as of Q1 2025.
  • Callan Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2025.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Callan Capital's portfolio in Q1 2025, its #267 holding.
  • Callan Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • Callan Capital's iShares Core S&P Small-Cap ETF position peaked at $357K in Q3 2024.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.