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Cherry Creek Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cherry Creek Investment Advisors’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
-1,954
Closed -$204K – 117
2025
Q1 		$204K Buy
1,954
+28
+1% +$3.16K 0.11% 102
2024
Q4 		$222K Sell
1,926
-35
-2% -$4.18K 0.11% 98
2024
Q3 		$229K Sell
1,961
-76
-4% -$8.59K 0.12% 99
2024
Q2 		$217K Buy
2,037
+8
+0.4% +$856 0.11% 97
2024
Q1 		$224K Sell
2,029
-143
-7% -$15.2K 0.12% 95
2023
Q4 		$235K Buy
+2,172
New +$209K 0.14% 87
2022
Q1 		– Sell
-2,182
Closed -$250K – 108
2021
Q4 		$250K Buy
2,182
+3
+0.1% +$342 0.16% 93
2021
Q3 		$238K Buy
2,179
+4
+0.2% +$440 0.16% 93
2021
Q2 		$246K Buy
+2,175
New +$243K 0.16% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cherry Creek Investment Advisors's IJR Position: Q2 2025 in Review

Cherry Creek Investment Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 1,954 shares — an estimated $204K sold.

Cherry Creek Investment Advisors first reported a position in IJR in Q2 2021 and held it in 9 quarters. The position peaked at $250K in Q4 2021. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Cherry Creek Investment Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 1,954 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $204K.
  • Cherry Creek Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2021 and held it in 9 quarters.
  • Cherry Creek Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $250K in Q4 2021.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.