Chokshi & Queen Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Chokshi & Queen Wealth 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	-3,014	Closed	-$315K	–	55
2025 Q1	$315K	Sell	3,014 -1,259	-29%	-$142K	0.19%	42
2024 Q4	$492K	Buy	+4,273	New	+$511K	0.31%	30

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

Chokshi & Queen Wealth Advisors's IJR Position: Q2 2025 in Review

Chokshi & Queen Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 3,014 shares — an estimated $315K sold.

Chokshi & Queen Wealth Advisors first reported a position in IJR in Q4 2024 and held it in 2 quarters. The position peaked at $492K in Q4 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Chokshi & Queen Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Chokshi & Queen Wealth Advisors sold 3,014 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $315K.
Chokshi & Queen Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and held it in 2 quarters.
Chokshi & Queen Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $492K in Q4 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.