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

Great Lakes 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
Q3 		– Sell
-1,839
Closed -$201K – 829
2025
Q2 		$201K Sell
1,839
-1,177
-39% -$122K ﹤0.01% 789
2025
Q1 		$315K Buy
3,016
+680
+29% +$76.7K ﹤0.01% 682
2024
Q4 		$269K Buy
2,336
+424
+22% +$50.7K ﹤0.01% 743
2024
Q3 		$224K Sell
1,912
-1,759
-48% -$199K ﹤0.01% 793
2024
Q2 		$392K Sell
3,671
-513
-12% -$54.9K ﹤0.01% 694
2024
Q1 		$462K Buy
+4,184
New +$444K ﹤0.01% 629
2022
Q2 		– Sell
-1,854
Closed -$200K – 704
2022
Q1 		$200K Sell
1,854
-82
-4% -$8.85K ﹤0.01% 671
2021
Q4 		$222K Buy
1,936
+55
+3% +$6.27K ﹤0.01% 653
2021
Q3 		$205K Buy
1,881
+4
+0.2% +$440 ﹤0.01% 653
2021
Q2 		$212K Sell
1,877
-20
-1% -$2.23K ﹤0.01% 662
2021
Q1 		$206K Buy
+1,897
New +$199K ﹤0.01% 657
2017
Q2 		– Sell
-3,491
Closed -$241K – 577
2017
Q1 		$241K Buy
3,491
+1
+0% +$69 0.01% 536
2016
Q4 		$240K Buy
3,490
+4
+0.1% +$258 0.01% 527
2016
Q3 		$216K Buy
3,486
+2
+0.1% +$122 0.01% 537
2016
Q2 		$202K Sell
3,484
-2,998
-46% -$171K 0.01% 535
2016
Q1 		$365K Buy
+6,482
New +$338K 0.01% 465
2015
Q3 		– Sell
-5,224
Closed -$308K – 550
2015
Q2 		$308K Buy
5,224
+328
+7% +$19.4K 0.01% 483
2015
Q1 		$289K Sell
4,896
-290
-6% -$16.6K 0.01% 493
2014
Q4 		$296K Buy
5,186
+12
+0.2% +$655 0.01% 478
2014
Q3 		$270K Sell
5,174
-758
-13% -$41.2K 0.01% 476
2014
Q2 		$332K Sell
5,932
-604
-9% -$32.7K 0.01% 289
2014
Q1 		$360K Buy
6,536
+12
+0.2% +$649 0.02% 291
2013
Q4 		$356K Sell
6,524
-20,862
-76% -$1.09M 0.02% 263
2013
Q3 		$1.37M Sell
27,386
-822
-3% -$39.7K 0.06% 133
2013
Q2 		$1.27M Buy
+28,208
New +$1.25M 0.06% 137

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 $374B AUM 17.66% 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

Great Lakes Advisors's IJR Position: Q3 2025 in Review

Great Lakes Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 1,839 shares — an estimated $201K sold.

Great Lakes Advisors first reported a position in IJR in Q2 2013 and held it in 25 quarters. The position peaked at $1.37M in Q3 2013. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Great Lakes Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 1,839 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $201K.
  • Great Lakes Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 25 quarters.
  • Great Lakes Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.37M in Q3 2013.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Great Lakes Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.