Grey Fox Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-822	Closed	-$97.7K	–	362
2025 Q3	$97.7K	Buy	+822	New	+$94.5K	0.02%	192
2023 Q2	–	Sell	-859	Closed	-$83K	–	294
2023 Q1	$83K	Buy	859 +205	+31%	+$20.5K	0.05%	151
2022 Q4	$61.9K	Buy	+654	New	+$62.7K	0.04%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Grey Fox Wealth Advisors's IJR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 822 shares — an estimated $97.7K sold.

Grey Fox Wealth Advisors first reported a position in IJR in Q4 2022 and held it in 3 quarters. The position peaked at $97.7K in Q3 2025. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 822 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $97.7K.
Grey Fox Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $97.7K in Q3 2025.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.