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

Guerra 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	$3.8K	Buy	+32	New	+$3.68K	﹤0.01%	437

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Guerra Advisors's IJR Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2025: 32 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings.

2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Guerra Advisors held 32 shares of iShares Core S&P Small-Cap ETF worth $3.8K as of Q3 2025.
iShares Core S&P Small-Cap ETF was a new Guerra Advisors position in Q3 2025.
iShares Core S&P Small-Cap ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #437 holding.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.