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

Financial Advocates Investment Management’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 		– Sell
-105,945
Closed -$11.6M – 316
2025
Q2 		$11.6M Buy
+105,945
New +$11M 0.94% 25
2025
Q1 		– Sell
-85,613
Closed -$9.86M – 754
2024
Q4 		$9.86M Sell
85,613
-14,158
-14% -$1.69M 0.56% 37
2024
Q3 		$12.6M Buy
99,771
+16,795
+20% +$1.9M 0.71% 28
2024
Q2 		$8.85M Buy
82,976
+13,129
+19% +$1.4M 0.55% 38
2024
Q1 		$7.56M Buy
69,847
+3,650
+6% +$388K 0.44% 56
2023
Q4 		$7.23M Sell
66,197
-3,913
-6% -$377K 0.47% 51
2023
Q3 		$6.55M Sell
70,110
-285
-0.4% -$28.5K 0.47% 48
2023
Q2 		$7.01M Buy
70,395
+1,998
+3% +$190K 0.5% 46
2023
Q1 		$6.61M Buy
68,397
+8,906
+15% +$890K 0.48% 43
2022
Q4 		$5.63M Buy
59,491
+5,101
+9% +$489K 0.42% 52
2022
Q3 		$4.74M Buy
54,390
+22,850
+72% +$2.22M 0.39% 63
2022
Q2 		$2.92M Sell
31,540
-14,107
-31% -$1.4M 0.24% 111
2022
Q1 		$4.92M Sell
45,647
-4,139
-8% -$447K 0.32% 75
2021
Q4 		$5.7M Buy
49,786
+12,496
+34% +$1.42M 0.36% 59
2021
Q3 		$4.07M Buy
37,290
+4,837
+15% +$533K 0.28% 93
2021
Q2 		$3.67M Sell
32,453
-14,578
-31% -$1.63M 0.24% 97
2021
Q1 		$5.1M Buy
47,031
+12,341
+36% +$1.29M 0.36% 60
2020
Q4 		$3.12M Buy
34,690
+471
+1% +$38.7K 0.21% 101
2020
Q3 		$2.4M Buy
34,219
+7,525
+28% +$539K 0.21% 101
2020
Q2 		$1.83M Sell
26,694
-6,609
-20% -$417K 0.17% 145
2020
Q1 		$1.87M Sell
33,303
-15,837
-32% -$1.18M 0.27% 96
2019
Q4 		$4.12M Sell
49,140
-1,626
-3% -$131K 0.44% 54
2019
Q3 		$3.95M Sell
50,766
-205
-0.4% -$15.9K 0.45% 53
2019
Q2 		$3.99M Sell
50,971
-6,016
-11% -$467K 0.46% 53
2019
Q1 		$4.4M Sell
56,987
-17,996
-24% -$1.38M 0.55% 47
2018
Q4 		$5.2M Sell
74,983
-29,684
-28% -$2.29M 0.71% 28
2018
Q3 		$9.13M Buy
104,667
+22,779
+28% +$2M 1.02% 17
2018
Q2 		$6.89M Buy
81,888
+24,346
+42% +$1.98M 0.83% 27
2018
Q1 		$4.43M Buy
57,542
+18,423
+47% +$1.43M 0.58% 39
2017
Q4 		$3M Buy
+39,119
New +$2.95M 0.41% 61

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 $1.37T 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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's IJR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 105,945 shares — an estimated $11.6M sold.

Financial Advocates Investment Management first reported a position in IJR in Q4 2017 and held it in 30 quarters. The position peaked at $12.6M in Q3 2024. 2,526 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 105,945 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $11.6M.
  • Financial Advocates Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's iShares Core S&P Small-Cap ETF position peaked at $12.6M in Q3 2024.
  • 2,526 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.