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

Ehrlich Financial Group’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	–	Sell	-10,536	Closed	-$1.25M	–	113
2025 Q3	$1.25M	Sell	10,536 -2,710	-20%	-$312K	0.74%	40
2025 Q2	$1.45M	Buy	13,246 +952	+8%	+$98.4K	0.94%	31
2025 Q1	$1.29M	Buy	12,294 +3,551	+41%	+$401K	0.94%	33
2024 Q4	$1.01M	Buy	8,743 +6,357	+266%	+$759K	0.72%	32
2024 Q3	$279K	Sell	2,386 -107	-4%	-$12.1K	0.2%	80
2024 Q2	$266K	Sell	2,493 -3,098	-55%	-$331K	0.21%	79
2024 Q1	$618K	Sell	5,591 -12,248	-69%	-$1.3M	0.52%	44
2023 Q4	$1.93M	Buy	+17,839	New	+$1.72M	1.94%	17

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ehrlich Financial Group's IJR Position: Q4 2025 in Review

Ehrlich Financial Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 10,536 shares — an estimated $1.25M sold.

Ehrlich Financial Group first reported a position in IJR in Q4 2023 and held it in 8 quarters. The position peaked at $1.93M in Q4 2023. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Ehrlich Financial Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Ehrlich Financial Group sold 10,536 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $1.25M.
Ehrlich Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 8 quarters.
Ehrlich Financial Group's iShares Core S&P Small-Cap ETF position peaked at $1.93M in Q4 2023.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.