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

CarsonAllaria 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 Q3	–	Sell	-80	Closed	-$8.76K	–	198
2025 Q2	$8.76K	Buy	80 +1	+1%	+$103	﹤0.01%	259
2025 Q1	$8.35K	Sell	79 -64	-45%	-$7.22K	﹤0.01%	264
2024 Q4	$16.5K	Sell	143 -11	-7%	-$1.31K	0.01%	210
2024 Q3	$18.1K	Hold	154	–	–	0.01%	210
2024 Q2	$16.5K	Sell	154 -692	-82%	-$74K	0.01%	209
2024 Q1	$93.6K	Buy	846 +732	+642%	+$77.7K	0.06%	106
2023 Q4	$12.4K	Buy	114 +1	+0.9%	+$96	0.01%	200
2023 Q3	$10.7K	Hold	113	–	–	0.01%	202
2023 Q2	$11.3K	Hold	113	–	–	0.01%	211
2023 Q1	$11K	Buy	113 +10	+10%	+$1K	0.01%	207
2022 Q4	$10K	Hold	103	–	–	0.01%	190
2022 Q3	$9K	Hold	103	–	–	0.01%	198
2022 Q2	$10K	Buy	103 +29	+39%	+$2.88K	0.01%	189
2022 Q1	$8K	Buy	74 +14	+23%	+$1.51K	0.01%	212
2021 Q4	$7K	Buy	+60	New	+$6.84K	0.01%	235

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

CarsonAllaria Wealth Management's IJR Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 80 shares — an estimated $8.76K sold.

CarsonAllaria Wealth Management first reported a position in IJR in Q4 2021 and held it in 15 quarters. The position peaked at $93.6K in Q1 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 80 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $8.76K.
CarsonAllaria Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $93.6K in Q1 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.