GWSG
IJR icon

GPS Wealth Strategies Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

GPS Wealth Strategies Group’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 		$36.2K Sell
301
-5,293
-95% -$633K 0.03% 248
2025
Q3 		$665K Buy
5,594
+3,106
+125% +$357K 0.07% 157
2025
Q2 		$272K Sell
2,488
-135
-5% -$14K 0.03% 269
2025
Q1 		$274K Sell
2,623
-35
-1% -$3.95K 0.04% 260
2024
Q4 		$306K Buy
2,658
+134
+5% +$16K 0.04% 230
2024
Q3 		$295K Buy
2,524
+783
+45% +$88.5K 0.04% 242
2024
Q2 		$186K Buy
1,741
+431
+33% +$46.1K 0.03% 281
2024
Q1 		$145K Buy
1,310
+130
+11% +$13.8K 0.02% 302
2023
Q4 		$128K Sell
1,180
-1,598
-58% -$154K 0.02% 309
2023
Q3 		$262K Buy
2,778
+3
+0.1% +$300 0.05% 209
2023
Q2 		$277K Sell
2,775
-16
-0.6% -$1.52K 0.05% 207
2023
Q1 		$270K Buy
+2,791
New +$279K 0.06% 198
2022
Q4 		– Sell
-2,770
Closed -$241K – 583
2022
Q3 		$241K Buy
2,770
+95
+4% +$9.23K 0.06% 178
2022
Q2 		$247K Buy
2,675
+1,489
+126% +$148K 0.06% 185
2022
Q1 		$128K Buy
1,186
+54
+5% +$5.83K 0.03% 266
2021
Q4 		$130K Buy
1,132
+64
+6% +$7.29K 0.03% 257
2021
Q3 		$117K Buy
1,068
+95
+10% +$10.5K 0.03% 259
2021
Q2 		$110K Sell
973
-47
-5% -$5.24K 0.03% 286
2021
Q1 		$110K Buy
+1,020
New +$107K 0.03% 261

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

GPS Wealth Strategies Group's IJR Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 95% in Q4 2025, selling an estimated $633K and leaving 301 shares worth $36.2K. The position accounts for 0.03% of the portfolio, ranked #248.

GPS Wealth Strategies Group first reported a position in IJR in Q1 2021 and has held it in 19 quarters since. The position peaked at $665K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • GPS Wealth Strategies Group held 301 shares of iShares Core S&P Small-Cap ETF worth $36.2K as of Q4 2025.
  • GPS Wealth Strategies Group sold 5,293 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $633K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #248 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's iShares Core S&P Small-Cap ETF position peaked at $665K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.