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

Edge Financial 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 Q4	$1.61M	Buy	13,376 +56	+0.4%	+$6.7K	0.68%	31
2025 Q3	$1.58M	Sell	13,320 -366	-3%	-$42.1K	0.71%	27
2025 Q2	$1.5M	Sell	13,686 -663	-5%	-$68.5K	0.79%	27
2025 Q1	$1.5M	Buy	14,349 +4,364	+44%	+$492K	0.95%	20
2024 Q4	$1.15M	Buy	9,985 +94	+1%	+$11.2K	1.03%	35
2024 Q3	$1.16M	Buy	9,891 +41	+0.4%	+$4.63K	1.03%	36
2024 Q2	$1.05M	Sell	9,850 -341	-3%	-$36.5K	1.09%	35
2024 Q1	$1.12M	Buy	+10,191	New	+$1.08M	0.98%	32

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Edge Financial Advisors's IJR Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.42% in Q4 2025, buying an estimated $6.7K and bringing the position to 13,376 shares worth $1.61M. The position accounts for 0.68% of the portfolio, ranked #31.

Edge Financial Advisors first reported a position in IJR in Q1 2024 and has held it in 8 quarters since. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Edge Financial Advisors held 13,376 shares of iShares Core S&P Small-Cap ETF worth $1.61M as of Q4 2025.
Edge Financial Advisors bought 56 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $6.7K.
iShares Core S&P Small-Cap ETF made up 0.68% of Edge Financial Advisors's portfolio in Q4 2025, its #31 holding.
Edge Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.