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Future You Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Future You Wealth’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 		$772K Buy
7,060
+2,819
+66% +$291K 0.42% 32
2025
Q1 		$443K Buy
4,241
+1,769
+72% +$200K 0.28% 32
2024
Q4 		$285K Buy
+2,472
New +$295K 0.2% 38

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Future You Wealth's IJR Position: Q2 2025 in Review

Future You Wealth increased its iShares Core S&P Small-Cap ETF (IJR) stake by 66% in Q2 2025, buying an estimated $291K and bringing the position to 7,060 shares worth $772K. The position accounts for 0.42% of the portfolio, ranked #32.

Future You Wealth first reported a position in IJR in Q4 2024 and has held it in 3 quarters since. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Future You Wealth held 7,060 shares of iShares Core S&P Small-Cap ETF worth $772K as of Q2 2025.
  • Future You Wealth bought 2,819 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $291K.
  • iShares Core S&P Small-Cap ETF made up 0.42% of Future You Wealth's portfolio in Q2 2025, its #32 holding.
  • Future You Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.