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

Freedom 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
-29,847
Closed -$3.26M – 403
2025
Q2 		$3.26M Sell
29,847
-9,313
-24% -$963K 0.26% 60
2025
Q1 		$4.1M Buy
39,160
+1,385
+4% +$156K 0.34% 54
2024
Q4 		$4.35M Sell
37,775
-578
-2% -$69.1K 0.36% 50
2024
Q3 		$4.49M Sell
38,353
-4,037
-10% -$456K 0.36% 50
2024
Q2 		$4.52M Buy
42,390
+4,134
+11% +$442K 0.37% 53
2024
Q1 		$4.23M Sell
38,256
-2,224
-5% -$236K 0.34% 52
2023
Q4 		$4.38M Buy
40,480
+11,034
+37% +$1.06M 0.36% 51
2023
Q3 		$2.78M Buy
29,446
+1,993
+7% +$199K 0.34% 63
2023
Q2 		$2.74M Buy
27,453
+8,994
+49% +$856K 0.31% 64
2023
Q1 		$1.78M Buy
18,459
+16,279
+747% +$1.63M 0.2% 129
2022
Q4 		$206K Sell
2,180
-169
-7% -$16.2K 0.02% 654
2022
Q3 		$205K Buy
+2,349
New +$228K 0.02% 670
2022
Q1 		– Sell
-9,830
Closed -$1.13M – 864
2021
Q4 		$1.13M Sell
9,830
-1,636
-14% -$186K 0.08% 310
2021
Q3 		$1.25M Sell
11,466
-4,456
-28% -$491K 0.1% 275
2021
Q2 		$1.8M Sell
15,922
-912
-5% -$102K 0.13% 178
2021
Q1 		$1.83M Buy
16,834
+2,910
+21% +$305K 0.14% 173
2020
Q4 		$1.28M Sell
13,924
-6,457
-32% -$530K 0.14% 154
2020
Q3 		$1.43M Buy
+20,381
New +$1.46M 0.16% 132
2020
Q1 		– Sell
-13,222
Closed -$1.11M – 697
2019
Q4 		$1.11M Buy
13,222
+3,381
+34% +$272K 0.1% 195
2019
Q3 		$766K Sell
9,841
-1,447
-13% -$112K 0.07% 257
2019
Q2 		$884K Sell
11,288
-717
-6% -$55.7K 0.07% 240
2019
Q1 		$926K Buy
+12,005
New +$922K 0.07% 251
2018
Q4 		– Sell
-8,817
Closed -$793K – 831
2018
Q3 		$793K Buy
+8,817
New +$772K 0.05% 384
2016
Q2 		– Sell
-3,888
Closed -$219K – 863
2016
Q1 		$219K Buy
+3,888
New +$203K 0.02% 704
2014
Q2 		– Sell
-5,220
Closed -$287K – 506
2014
Q1 		$287K Buy
+5,220
New +$282K 0.06% 304

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

Freedom Investment Management's IJR Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 29,847 shares — an estimated $3.26M sold.

Freedom Investment Management first reported a position in IJR in Q1 2014 and held it in 25 quarters. The position peaked at $4.52M in Q2 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 29,847 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $3.26M.
  • Freedom Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and held it in 25 quarters.
  • Freedom Investment Management's iShares Core S&P Small-Cap ETF position peaked at $4.52M in Q2 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.