GLOBALT Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GLOBALT Investments’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	–	Sell	-2,327	Closed	-$243K	–	208
2025 Q1	$243K	Sell	2,327 -1,364	-37%	-$154K	0.01%	198
2024 Q4	$425K	Hold	3,691	–	–	0.02%	185
2024 Q3	$432K	Buy	3,691 +1,364	+59%	+$154K	0.02%	184
2024 Q2	$248K	Hold	2,327	–	–	0.01%	198
2024 Q1	$257K	Hold	2,327	–	–	0.01%	195
2023 Q4	$252K	Buy	+2,327	New	+$224K	0.01%	200

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

GLOBALT Investments's IJR Position: Q2 2025 in Review

GLOBALT Investments sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 2,327 shares — an estimated $243K sold.

GLOBALT Investments first reported a position in IJR in Q4 2023 and held it in 6 quarters. The position peaked at $432K in Q3 2024. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

GLOBALT Investments reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
GLOBALT Investments sold 2,327 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $243K.
GLOBALT Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 6 quarters.
GLOBALT Investments's iShares Core S&P Small-Cap ETF position peaked at $432K in Q3 2024.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on GLOBALT Investments's 13F filing for Q2 2025, filed 31 Jul 2025.