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

Carolinas Wealth Consulting’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 		– Sell
-16,405
Closed -$1.72M – 450
2025
Q1 		$1.72M Buy
16,405
+665
+4% +$75K 0.37% 43
2024
Q4 		$1.81M Sell
15,740
-17
-0.1% -$2.03K 0.36% 47
2024
Q3 		$1.84M Sell
15,757
-109
-0.7% -$12.3K 0.33% 47
2024
Q2 		$1.69M Sell
15,866
-661
-4% -$70.7K 0.33% 46
2024
Q1 		$1.83M Sell
16,527
-14,934
-47% -$1.59M 0.36% 43
2023
Q4 		$3.41M Buy
31,461
+179
+0.6% +$17.3K 0.74% 31
2023
Q3 		$2.78M Sell
31,282
-44,231
-59% -$4.42M 0.69% 33
2023
Q2 		$7.52M Buy
75,513
+692
+0.9% +$65.9K 1.49% 17
2023
Q1 		$7.24M Buy
74,821
+2,518
+3% +$252K 1.54% 16
2022
Q4 		$6.84M Sell
72,303
-682
-0.9% -$65.4K 1.55% 16
2022
Q3 		$6.36M Buy
72,985
+6,668
+10% +$648K 1.61% 16
2022
Q2 		$6.13M Sell
66,317
-2,000
-3% -$199K 1.52% 17
2022
Q1 		$7.37M Buy
68,317
+9,009
+15% +$972K 1.63% 18
2021
Q4 		$6.79M Buy
59,308
+12,126
+26% +$1.38M 1.48% 19
2021
Q3 		$5.15M Sell
47,182
-12,635
-21% -$1.39M 1.2% 23
2021
Q2 		$6.76M Buy
59,817
+2,281
+4% +$254K 1.49% 20
2021
Q1 		$6.24M Buy
57,536
+4,583
+9% +$480K 1.52% 22
2020
Q4 		$4.87M Buy
52,953
+26,832
+103% +$2.2M 1.31% 22
2020
Q3 		$1.83M Sell
26,121
-567
-2% -$40.6K 0.62% 33
2020
Q2 		$1.82M Sell
26,688
-4,209
-14% -$266K 0.72% 31
2020
Q1 		$1.74M Buy
30,897
+14,539
+89% +$1.08M 0.94% 24
2019
Q4 		$1.37M Buy
+16,358
New +$1.32M 1.42% 23

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carolinas Wealth Consulting's IJR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 16,405 shares — an estimated $1.72M sold.

Carolinas Wealth Consulting first reported a position in IJR in Q4 2019 and held it in 22 quarters. The position peaked at $7.52M in Q2 2023. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 16,405 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $1.72M.
  • Carolinas Wealth Consulting first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Core S&P Small-Cap ETF position peaked at $7.52M in Q2 2023.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.