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

Capital A Wealth Management’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 Q2	$91.7K	Buy	+847	New	+$87.6K	1.03%	18

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's IJR Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2025: 847 shares worth $91.7K. The stake represents 1.03% of the portfolio and ranks #18 among its holdings.

2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Capital A Wealth Management held 847 shares of iShares Core S&P Small-Cap ETF worth $91.7K as of Q2 2025.
iShares Core S&P Small-Cap ETF was a new Capital A Wealth Management position in Q2 2025.
iShares Core S&P Small-Cap ETF made up 1.03% of Capital A Wealth Management's portfolio in Q2 2025, its #18 holding.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.