EWA
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ERTS Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ERTS Wealth 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
Q2 		– Sell
-6,067
Closed -$634K – 58
2025
Q1 		$634K Buy
6,067
+192
+3% +$21.7K 0.12% 38
2024
Q4 		$677K Sell
5,875
-1,822
-24% -$218K 0.13% 39
2024
Q3 		$900K Sell
7,697
-1,699
-18% -$192K 0.17% 36
2024
Q2 		$1M Sell
9,396
-239
-2% -$25.6K 0.2% 31
2024
Q1 		$1.06M Sell
9,635
-938
-9% -$99.6K 0.22% 28
2023
Q4 		$1.14M Sell
10,573
-583
-5% -$56.2K 0.25% 27
2023
Q3 		$1.05M Sell
11,156
-518
-4% -$51.7K 0.25% 26
2023
Q2 		$1.16M Buy
11,674
+625
+6% +$59.5K 0.27% 26
2023
Q1 		$1.07M Buy
11,049
+919
+9% +$91.9K 0.26% 28
2022
Q4 		$959K Sell
10,130
-64
-0.6% -$6.14K 0.25% 38
2022
Q3 		$889K Buy
10,194
+398
+4% +$38.7K 0.25% 35
2022
Q2 		$905K Buy
9,796
+73
+0.8% +$7.26K 0.26% 35
2022
Q1 		$1.05M Buy
9,723
+370
+4% +$39.9K 0.29% 28
2021
Q4 		$1.07M Sell
9,353
-262
-3% -$29.9K 0.26% 30
2021
Q3 		$1.05M Sell
9,615
-291
-3% -$32K 0.28% 30
2021
Q2 		$1.12M Sell
9,906
-5,031
-34% -$561K 0.3% 28
2021
Q1 		$1.62M Sell
14,937
-835
-5% -$87.4K 0.48% 23
2020
Q4 		$1.45M Buy
15,772
+1,613
+11% +$133K 0.47% 24
2020
Q3 		$994K Sell
14,159
-1,897
-12% -$136K 0.37% 27
2020
Q2 		$1.1M Sell
16,056
-2,026
-11% -$128K 0.44% 27
2020
Q1 		$1.01M Sell
18,082
-183,000
-91% -$13.6M 0.49% 27
2019
Q4 		$16.9M Buy
201,082
+8,968
+5% +$722K 7.59% 6
2019
Q3 		$15M Sell
192,114
-30,440
-14% -$2.36M 7.56% 6
2019
Q2 		$17.4M Buy
222,554
+16,392
+8% +$1.27M 9.61% 2
2019
Q1 		$15.9M Buy
206,162
+24,793
+14% +$1.9M 9.46% 2
2018
Q4 		$12.6M Buy
+181,369
New +$14M 9% 2

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ERTS Wealth Advisors's IJR Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 6,067 shares — an estimated $634K sold.

ERTS Wealth Advisors first reported a position in IJR in Q4 2018 and held it in 26 quarters. The position peaked at $17.4M in Q2 2019. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,067 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $634K.
  • ERTS Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $17.4M in Q2 2019.
  • 2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.