Econ Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Econ Financial Services’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	-108,200	Closed	-$11.8M	–	88
2025 Q2	$11.8M	Buy	108,200 +2,645	+3%	+$273K	6.09%	2
2025 Q1	$11M	Buy	105,555 +29,536	+39%	+$3.33M	5.88%	2
2024 Q4	$8.76M	Buy	76,019 +40,073	+111%	+$4.79M	5.03%	3
2024 Q3	$4.2M	Sell	35,946 -31,355	-47%	-$3.54M	2.35%	6
2024 Q2	$7.18M	Buy	67,301 +5,622	+9%	+$601K	4.45%	3
2024 Q1	$6.82M	Buy	61,679 +1,208	+2%	+$128K	4.23%	5
2023 Q4	$6.55M	Sell	60,471 -3,739	-6%	-$360K	4.61%	5
2023 Q3	$6.06M	Buy	64,210 +1,402	+2%	+$140K	4.42%	5
2023 Q2	$6.26M	Buy	62,808 +27,074	+76%	+$2.58M	4.42%	2
2023 Q1	$3.46M	Buy	+35,734	New	+$3.57M	2.62%	6
2022 Q3	–	Sell	-19,964	Closed	-$1.84M	–	88
2022 Q2	$1.84M	Buy	19,964 +233	+1%	+$23.2K	1.49%	32
2022 Q1	$2.13M	Buy	19,731 +19,258	+4,071%	+$2.08M	1.58%	28
2021 Q4	$54K	Buy	+473	New	+$53.9K	0.04%	94

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Econ Financial Services's IJR Position: Q3 2025 in Review

Econ Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 108,200 shares — an estimated $11.8M sold.

Econ Financial Services first reported a position in IJR in Q4 2021 and held it in 13 quarters. The position peaked at $11.8M in Q2 2025. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Econ Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Econ Financial Services sold 108,200 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $11.8M.
Econ Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and held it in 13 quarters.
Econ Financial Services's iShares Core S&P Small-Cap ETF position peaked at $11.8M in Q2 2025.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.