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Congress Park Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Congress Park Capital’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
-30,094
Closed -$3.15M – 124
2025
Q1 		$3.15M Sell
30,094
-1,205
-4% -$136K 1.19% 22
2024
Q4 		$3.61M Sell
31,299
-331
-1% -$39.5K 1.31% 24
2024
Q3 		$3.7M Buy
31,630
+8,664
+38% +$979K 1.37% 24
2024
Q2 		$2.45M Buy
22,966
+144
+0.6% +$15.4K 0.98% 31
2024
Q1 		$2.52M Sell
22,822
-5,312
-19% -$564K 1.12% 30
2023
Q4 		$3.05M Buy
28,134
+7,954
+39% +$767K 1.49% 20
2023
Q3 		$1.9M Sell
20,180
-4,339
-18% -$433K 0.99% 31
2023
Q2 		$2.44M Sell
24,519
-263
-1% -$25K 1.22% 18
2023
Q1 		$2.4M Buy
24,782
+4,055
+20% +$405K 1.25% 20
2022
Q4 		$1.96M Sell
20,727
-599
-3% -$57.5K 1.15% 22
2022
Q3 		$1.86M Buy
21,326
+193
+0.9% +$18.7K 1.08% 21
2022
Q2 		$1.95M Buy
21,133
+426
+2% +$42.4K 1.19% 23
2022
Q1 		$2.23M Sell
20,707
-4,648
-18% -$502K 1.12% 26
2021
Q4 		$2.9M Buy
25,355
+4,462
+21% +$509K 1.43% 21
2021
Q3 		$2.28M Sell
20,893
-2,464
-11% -$271K 1.17% 24
2021
Q2 		$2.64M Buy
23,357
+2,972
+15% +$331K 1.32% 19
2021
Q1 		$2.21M Buy
20,385
+9,907
+95% +$1.04M 1.24% 20
2020
Q4 		$963K Buy
+10,478
New +$861K 0.57% 44
2020
Q1 		– Sell
-3,862
Closed -$324K – 93
2019
Q4 		$324K Buy
+3,862
New +$311K 0.24% 76
2018
Q4 		– Sell
-6,847
Closed -$597K – 90
2018
Q3 		$597K Buy
6,847
+2,611
+62% +$229K 0.54% 48
2018
Q2 		$354K Hold
4,236
– – 0.34% 70
2018
Q1 		$326K Buy
+4,236
New +$330K 0.33% 71

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

Congress Park Capital's IJR Position: Q2 2025 in Review

Congress Park Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 30,094 shares — an estimated $3.15M sold.

Congress Park Capital first reported a position in IJR in Q1 2018 and held it in 22 quarters. The position peaked at $3.7M in Q3 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Congress Park Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Park Capital sold 30,094 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $3.15M.
  • Congress Park Capital first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 22 quarters.
  • Congress Park Capital's iShares Core S&P Small-Cap ETF position peaked at $3.7M in Q3 2024.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Congress Park Capital's 13F filing for Q2 2025, filed 11 Jul 2025.