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

Congress 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 Q2	$50.9M	Buy	465,815 +30,719	+7%	+$3.18M	0.49%	38
2025 Q1	$45.6M	Buy	435,096 +39,579	+10%	+$4.47M	0.55%	32
2024 Q4	$45.6M	Buy	395,517 +4,540	+1%	+$542K	0.63%	33
2024 Q3	$45.7M	Buy	390,977 +274,698	+236%	+$31M	0.61%	31
2024 Q2	$12.4M	Sell	116,279 -2,211	-2%	-$237K	0.2%	146
2024 Q1	$13.1M	Buy	118,490 +20,392	+21%	+$2.17M	0.23%	133
2023 Q4	$10.6M	Buy	98,098 +23,167	+31%	+$2.23M	0.2%	149
2023 Q3	$7.07M	Buy	74,931 +2,818	+4%	+$282K	0.15%	180
2023 Q2	$7.19M	Sell	72,113 -7,732	-10%	-$736K	0.17%	158
2023 Q1	$7.72M	Sell	79,845 -4,037	-5%	-$404K	0.19%	149
2022 Q4	$7.94M	Buy	83,882 +1,171	+1%	+$112K	0.2%	144
2022 Q3	$7.21M	Buy	82,711 +2,253	+3%	+$219K	0.19%	157
2022 Q2	$7.43M	Sell	80,458 -2,839	-3%	-$282K	0.19%	155
2022 Q1	$8.99M	Sell	83,297 -16,297	-16%	-$1.76M	0.2%	155
2021 Q4	$11.4M	Buy	+99,594	New	+$11.4M	0.23%	128

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's IJR Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.1% in Q2 2025, buying an estimated $3.18M and bringing the position to 465,815 shares worth $50.9M. The position accounts for 0.49% of the portfolio, ranked #38.

Congress Wealth Management first reported a position in IJR in Q4 2021 and has held it in 15 quarters since. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Congress Wealth Management held 465,815 shares of iShares Core S&P Small-Cap ETF worth $50.9M as of Q2 2025.
Congress Wealth Management bought 30,719 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $3.18M.
iShares Core S&P Small-Cap ETF made up 0.49% of Congress Wealth Management's portfolio in Q2 2025, its #38 holding.
Congress Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.