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Court Place Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Court Place 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
Q3 		$1.12M Hold
9,425
– – 0.34% 63
2025
Q2 		$1.03M Sell
9,425
-73
-0.8% -$7.55K 0.32% 67
2025
Q1 		$993K Buy
9,498
+85
+0.9% +$9.59K 0.33% 65
2024
Q4 		$1.08M Buy
9,413
+830
+10% +$99.2K 0.35% 61
2024
Q3 		$1M Buy
+8,583
New +$970K 0.29% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Court Place Advisors's IJR Position: Q3 2025 in Review

Court Place Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 9,425 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #63.

Court Place Advisors first reported a position in IJR in Q3 2024 and has held it in 5 quarters since. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Court Place Advisors held 9,425 shares of iShares Core S&P Small-Cap ETF worth $1.12M as of Q3 2025.
  • Court Place Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
  • iShares Core S&P Small-Cap ETF made up 0.34% of Court Place Advisors's portfolio in Q3 2025, its #63 holding.
  • Court Place Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.