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

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
Q3 		$62.7M Buy
527,503
+3,614
+0.7% +$416K 11.11% 6
2025
Q2 		$57.3M Buy
523,889
+15,263
+3% +$1.58M 10.66% 6
2025
Q1 		$53.2M Buy
508,626
+5,365
+1% +$605K 10.49% 6
2024
Q4 		$58M Buy
503,261
+842
+0.2% +$101K 11.12% 5
2024
Q3 		$58.8M Buy
502,419
+13,164
+3% +$1.49M 11.2% 5
2024
Q2 		$52.2M Buy
489,255
+11,874
+2% +$1.27M 10.67% 6
2024
Q1 		$52.8M Buy
477,381
+10,428
+2% +$1.11M 10.92% 6
2023
Q4 		$50.5M Buy
466,953
+460,528
+7,168% +$44.4M 11.33% 4
2023
Q3 		$606K Hold
6,425
– – 0.15% 32
2023
Q2 		$640K Hold
6,425
– – 0.15% 30
2023
Q1 		$621K Buy
6,425
+1
+0% +$100 0.16% 32
2022
Q4 		$608K Sell
6,424
-132
-2% -$12.7K 0.17% 32
2022
Q3 		$584K Sell
6,556
-768
-10% -$74.6K 0.2% 30
2022
Q2 		$677K Buy
7,324
+571
+8% +$56.8K 0.24% 29
2022
Q1 		$728K Buy
6,753
+1
+0% +$108 0.23% 30
2021
Q4 		$773K Sell
6,752
-51
-0.7% -$5.81K 0.24% 30
2021
Q3 		$743K Buy
6,803
+690
+11% +$76K 0.25% 29
2021
Q2 		$691K Buy
6,113
+2
+0% +$223 0.24% 31
2021
Q1 		$663K Hold
6,111
– – 0.26% 28
2020
Q4 		$562K Buy
6,111
+1
+0% +$82 0.25% 30
2020
Q3 		$429K Buy
6,110
+2
+0% +$143 0.23% 38
2020
Q2 		$417K Buy
6,108
+3
+0% +$189 0.23% 36
2020
Q1 		$343K Buy
6,105
+53
+0.9% +$3.95K 0.23% 42
2019
Q4 		$507K Buy
6,052
+3
+0% +$241 0.29% 29
2019
Q3 		$471K Hold
6,049
– – 0.29% 31
2019
Q2 		$474K Buy
6,049
+1
+0% +$78 0.3% 30
2019
Q1 		$467K Sell
6,048
-52
-0.9% -$3.99K 0.32% 29
2018
Q4 		$423K Buy
+6,100
New +$471K 0.34% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Advisors's IJR Position: Q3 2025 in Review

Financial Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.69% in Q3 2025, buying an estimated $416K and bringing the position to 527,503 shares worth $62.7M. The position accounts for 11.11% of the portfolio, ranked #6.

Financial Advisors first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Financial Advisors held 527,503 shares of iShares Core S&P Small-Cap ETF worth $62.7M as of Q3 2025.
  • Financial Advisors bought 3,614 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $416K.
  • iShares Core S&P Small-Cap ETF made up 11.11% of Financial Advisors's portfolio in Q3 2025, its #6 holding.
  • Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.