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

Goodwin Investment Advisory’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
Q4 		– Sell
-1,958
Closed -$233K – 28
2025
Q3 		$233K Hold
1,958
– – 0.25% 27
2025
Q2 		$214K Sell
1,958
-3
-0.2% -$310 0.25% 28
2025
Q1 		$205K Sell
1,961
-1,081
-36% -$122K 0.32% 27
2024
Q4 		$351K Sell
3,042
-202
-6% -$24.1K 0.18% 32
2024
Q3 		$379K Hold
3,244
– – 0.16% 26
2024
Q2 		$346K Sell
3,244
-129
-4% -$13.8K 0.16% 25
2024
Q1 		$373K Sell
3,373
-2,110
-38% -$224K 0.18% 24
2023
Q4 		$594K Sell
5,483
-4,579
-46% -$441K 0.31% 22
2023
Q3 		$949K Sell
10,062
-679
-6% -$67.8K 0.56% 16
2023
Q2 		$1.07M Sell
10,741
-167
-2% -$15.9K 0.62% 14
2023
Q1 		$1.05M Sell
10,908
-1,936
-15% -$194K 0.69% 15
2022
Q4 		$1.22M Sell
12,844
-6,864
-35% -$658K 0.86% 13
2022
Q3 		$1.72M Buy
19,708
+1,951
+11% +$190K 1.3% 15
2022
Q2 		$1.64M Buy
17,757
+1,244
+8% +$124K 1.26% 15
2022
Q1 		$1.78M Buy
16,513
+589
+4% +$63.6K 1.22% 14
2021
Q4 		$1.82M Buy
15,924
+4,533
+40% +$517K 1.36% 12
2021
Q3 		$1.24M Buy
11,391
+3,431
+43% +$378K 1.21% 11
2021
Q2 		$900K Sell
7,960
-120
-1% -$13.4K 0.98% 9
2021
Q1 		$877K Sell
8,080
-438
-5% -$45.8K 1.03% 11
2020
Q4 		$780K Buy
+8,518
New +$700K 0.95% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goodwin Investment Advisory's IJR Position: Q4 2025 in Review

Goodwin Investment Advisory sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 1,958 shares — an estimated $233K sold.

Goodwin Investment Advisory first reported a position in IJR in Q4 2020 and held it in 20 quarters. The position peaked at $1.82M in Q4 2021. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Goodwin Investment Advisory reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,958 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $233K.
  • Goodwin Investment Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 20 quarters.
  • Goodwin Investment Advisory's iShares Core S&P Small-Cap ETF position peaked at $1.82M in Q4 2021.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Goodwin Investment Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.