EFG Asset Management (Americas)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

EFG Asset Management (Americas)’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	$20.6M	Buy	173,522 +1,970	+1%	+$227K	3.56%	3
2025 Q2	$18.7M	Buy	171,552 +6,157	+4%	+$636K	3.46%	3
2025 Q1	$17.3M	Sell	165,395 -6,790	-4%	-$766K	3.5%	2
2024 Q4	$19.8M	Sell	172,185 -1,107	-0.6%	-$132K	3.86%	2
2024 Q3	$20.3M	Buy	+173,292	New	+$19.6M	3.97%	2
2018 Q2	–	Sell	-3,176	Closed	-$245K	–	125
2018 Q1	$245K	Buy	+3,176	New	+$247K	0.1%	109

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

EFG Asset Management (Americas)'s IJR Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q3 2025, buying an estimated $227K and bringing the position to 173,522 shares worth $20.6M. The position accounts for 3.56% of the portfolio, ranked #3.

EFG Asset Management (Americas) first reported a position in IJR in Q1 2018 and has held it in 6 quarters since. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

EFG Asset Management (Americas) held 173,522 shares of iShares Core S&P Small-Cap ETF worth $20.6M as of Q3 2025.
EFG Asset Management (Americas) bought 1,970 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $227K.
iShares Core S&P Small-Cap ETF made up 3.56% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #3 holding.
EFG Asset Management (Americas) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 6 quarters since.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.