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

Financial Gravity Companies’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	$13.5K	Buy	+123	New	+$12.7K	﹤0.01%	531
2024 Q4	$15.9K	Buy	138 +6	+5%	+$717	﹤0.01%	481
2024 Q3	$15.4K	Buy	+132	New	+$14.9K	﹤0.01%	300
2018 Q4	$20K	Buy	+263	New	+$20.3K	0.02%	483

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's IJR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2025: 123 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IJR as recently as Q4 2024.

Financial Gravity Companies first reported a position in IJR in Q4 2018 and has held it in 4 quarters since. The position peaked at $20K in Q4 2018. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Financial Gravity Companies held 123 shares of iShares Core S&P Small-Cap ETF worth $13.5K as of Q2 2025.
iShares Core S&P Small-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #531 holding.
Financial Gravity Companies first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 4 quarters since.
Financial Gravity Companies's iShares Core S&P Small-Cap ETF position peaked at $20K in Q4 2018.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.