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

Disciplina Capital 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
Q3 		– Sell
-919
Closed -$100K – 64
2025
Q2 		$100K Hold
919
– – 0.01% 29
2025
Q1 		$96.1K Hold
919
– – 0.01% 25
2024
Q4 		$106K Sell
919
-85
-8% -$10.2K 0.02% 34
2024
Q3 		$117K Sell
1,004
-1,711
-63% -$193K 0.02% 29
2024
Q2 		$159K Buy
2,715
+1,711
+170% +$183K 0.03% 25
2024
Q1 		$111K Hold
1,004
– – 0.02% 40
2023
Q4 		$109K Hold
1,004
– – 0.02% 42
2023
Q3 		$94.7K Buy
1,004
+230
+30% +$23K 0.02% 42
2023
Q2 		$77.1K Hold
774
– – 0.01% 49
2023
Q1 		$74.8K Sell
774
-175
-18% -$17.5K 0.02% 25
2022
Q4 		$89.8K Sell
949
-66
-7% -$6.33K 0.02% 25
2022
Q3 		$88.5K Hold
1,015
– – 0.02% 22
2022
Q2 		$93.8K Buy
1,015
+55
+6% +$5.47K 0.02% 22
2022
Q1 		$104K Hold
960
– – 0.02% 21
2021
Q4 		$110K Buy
960
+190
+25% +$21.7K 0.02% 21
2021
Q3 		$84.1K Sell
770
-25
-3% -$2.75K 0.02% 23
2021
Q2 		$89.8K Hold
795
– – 0.02% 22
2021
Q1 		$86.3K Sell
795
-60
-7% -$6.28K 0.02% 22
2020
Q4 		$78.6K Hold
855
– – 0.04% 16
2020
Q3 		$60K Hold
855
– – 0.04% 16
2020
Q2 		$58.4K Hold
855
– – 0.04% 16
2020
Q1 		$48K Hold
855
– – 0.04% 16
2019
Q4 		$71.7K Hold
855
– – 0.04% 17
2019
Q3 		$66.6K Hold
855
– – 0.04% 17
2019
Q2 		$66.9K Buy
855
+400
+88% +$31.1K 0.04% 17
2019
Q1 		$35.1K Sell
455
-274,026
-100% -$21M 0.02% 19
2018
Q4 		$19M Buy
+274,481
New +$21.2M 13.91% 5

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

Disciplina Capital Management's IJR Position: Q3 2025 in Review

Disciplina Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 919 shares — an estimated $100K sold.

Disciplina Capital Management first reported a position in IJR in Q4 2018 and held it in 27 quarters. The position peaked at $19M in Q4 2018. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Disciplina Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Disciplina Capital Management sold 919 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $100K.
  • Disciplina Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 27 quarters.
  • Disciplina Capital Management's iShares Core S&P Small-Cap ETF position peaked at $19M in Q4 2018.
  • 2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Disciplina Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.