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

GGM Wealth 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
Q1 		$864K Sell
8,619
-1,568
-15% -$177K 0.48% 51
2024
Q4 		$1.17M Sell
10,187
-354
-3% -$42.3K 0.61% 42
2024
Q3 		$1.23M Sell
10,541
-130
-1% -$14.7K 0.53% 41
2024
Q2 		$1.14M Sell
10,671
-1,041
-9% -$111K 0.52% 46
2024
Q1 		$1.28M Sell
11,712
-452
-4% -$48K 0.59% 41
2023
Q4 		$1.29M Sell
12,164
-1,427
-10% -$138K 0.53% 43
2023
Q3 		$1.29M Buy
13,591
+253
+2% +$25.3K 0.56% 40
2023
Q2 		$1.34M Buy
13,338
+609
+5% +$58K 0.54% 39
2023
Q1 		$1.23M Sell
12,729
-159
-1% -$15.9K 0.7% 32
2022
Q4 		$1.25M Buy
12,888
+4,022
+45% +$386K 0.65% 35
2022
Q3 		$844K Buy
8,866
+738
+9% +$71.7K 0.46% 46
2022
Q2 		$750K Buy
8,128
+2,031
+33% +$202K 0.42% 51
2022
Q1 		$651K Buy
6,097
+1,861
+44% +$201K 0.33% 62
2021
Q4 		$480K Buy
4,236
+427
+11% +$48.7K 0.38% 53
2021
Q3 		$435K Buy
3,809
+1,614
+74% +$178K 0.35% 54
2021
Q2 		$234K Sell
2,195
-23
-1% -$2.56K 0.2% 81
2021
Q1 		$245K Buy
+2,218
New +$232K 0.2% 75

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GGM Wealth Advisors's IJR Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q1 2025, selling an estimated $177K and leaving 8,619 shares worth $864K. The position accounts for 0.48% of the portfolio, ranked #51.

GGM Wealth Advisors first reported a position in IJR in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.34M in Q2 2023. 2,529 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

  • GGM Wealth Advisors held 8,619 shares of iShares Core S&P Small-Cap ETF worth $864K as of Q1 2025.
  • GGM Wealth Advisors sold 1,568 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $177K.
  • iShares Core S&P Small-Cap ETF made up 0.48% of GGM Wealth Advisors's portfolio in Q1 2025, its #51 holding.
  • GGM Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • GGM Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.34M in Q2 2023.
  • 2,529 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.