Castleview Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Castleview Partners’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	–	Sell	-265	Closed	-$30.5K	–	357
2024 Q4	$30.5K	Buy	265 +35	+15%	+$4.18K	0.02%	420
2024 Q3	$26.9K	Buy	230 +50	+28%	+$5.65K	0.02%	407
2024 Q2	$19.2K	Hold	180	–	–	0.01%	447
2024 Q1	$19.9K	Hold	180	–	–	0.01%	469
2023 Q4	$19.5K	Hold	180	–	–	0.01%	441
2023 Q3	$17K	Sell	180 -19	-10%	-$1.9K	0.02%	378
2023 Q2	$19.8K	Buy	199 +68	+52%	+$6.47K	0.02%	356
2023 Q1	$12.7K	Hold	131	–	–	0.01%	400
2022 Q4	$12.4K	Buy	+131	New	+$12.6K	0.01%	340
2022 Q3	–	Sell	-232	Closed	-$20.7K	–	675
2022 Q2	$20.7K	Buy	232 +78	+51%	+$7.76K	0.02%	385
2022 Q1	$16K	Sell	154 -188,400	-100%	-$20.3M	0.01%	456
2021 Q4	$1.65K	Buy	+188,554	New	+$21.5M	0.01%	311
2021 Q2	$11K	Buy	+96	New	+$10.7K	﹤0.01%	666

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

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

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

Castleview Partners's IJR Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 265 shares — an estimated $30.5K sold.

Castleview Partners first reported a position in IJR in Q2 2021 and held it in 13 quarters. The position peaked at $30.5K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Castleview Partners reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 265 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $30.5K.
Castleview Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's iShares Core S&P Small-Cap ETF position peaked at $30.5K in Q4 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.