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

Gimbal Financial’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 		$268K Hold
2,258
– – 0.16% 45
2025
Q2 		$247K Hold
2,258
– – 0.15% 42
2025
Q1 		$236K Hold
2,258
– – 0.21% 37
2024
Q4 		$260K Hold
2,258
– – 0.21% 38
2024
Q3 		$260K Buy
+2,258
New +$255K 0.17% 40

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 $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

Gimbal Financial's IJR Position: Q3 2025 in Review

Gimbal Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 2,258 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #45.

Gimbal Financial first reported a position in IJR in Q3 2024 and has held it in 5 quarters since. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Gimbal Financial held 2,258 shares of iShares Core S&P Small-Cap ETF worth $268K as of Q3 2025.
  • Gimbal Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
  • iShares Core S&P Small-Cap ETF made up 0.16% of Gimbal Financial's portfolio in Q3 2025, its #45 holding.
  • Gimbal Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.