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

Elios 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
Q2 		$648K Buy
5,934
+3
+0.1% +$310 0.29% 69
2025
Q1 		$620K Buy
5,931
+2
+0% +$226 0.31% 60
2024
Q4 		$683K Buy
5,929
+7
+0.1% +$836 0.32% 59
2024
Q3 		$693K Buy
+5,922
New +$669K 0.32% 59

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elios Financial Group's IJR Position: Q2 2025 in Review

Elios Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.05% in Q2 2025, buying an estimated $310 and bringing the position to 5,934 shares worth $648K. The position accounts for 0.29% of the portfolio, ranked #69.

Elios Financial Group first reported a position in IJR in Q3 2024 and has held it in 4 quarters since. The position peaked at $693K in Q3 2024. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Elios Financial Group held 5,934 shares of iShares Core S&P Small-Cap ETF worth $648K as of Q2 2025.
  • Elios Financial Group bought 3 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $310.
  • iShares Core S&P Small-Cap ETF made up 0.29% of Elios Financial Group's portfolio in Q2 2025, its #69 holding.
  • Elios Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares Core S&P Small-Cap ETF position peaked at $693K in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.